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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 | $13,144 | $77,908-83.1% | $149,696-91.2% | $75,173-82.5% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 140.02% | 31.73%+108.3pp | 134.46%+5.6pp | 160.72%-20.7pp |
| Employer contribution / active EE | $4,166 | $3,138+32.8% | $4,821-13.6% | $2,671+56.0% |
| Participant deferral / active EE | $1,403 | $3,411-58.9% | $5,682-75.3% | $4,126-66.0% |
| Admin fee / account holder | $200 | $5,950-96.6% | $13,212-98.5% | $5,651-96.5% |