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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,499 | $116,360-86.7% | $65,566-76.4% | $139,466-88.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 57.38% | 31.23%+26.1pp | 47.40%+10.0pp | 373.66%-316.3pp |
| Employer contribution / active EE | $7,812 | $2,600+200.5% | $1,692+361.7% | $4,754+64.3% |
| Participant deferral / active EE | $3,239 | $4,242-23.6% | $2,832+14.4% | $6,712-51.7% |
| Admin fee / account holder | $12 | $6,701-99.8% | $4,114-99.7% | $11,409-99.9% |