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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 | $103,075 | $58,234+77.0% | $81,783+26.0% | $80,874+27.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.19% | 41.70%-30.5pp | 775.05%-763.9pp | 35.62%-24.4pp |
| Employer contribution / active EE | $7,824 | $2,341+234.2% | $2,913+168.6% | $2,756+183.9% |
| Participant deferral / active EE | $8,382 | $3,283+155.3% | $4,320+94.0% | $4,297+95.1% |
| Admin fee / account holder | $12 | $4,982-99.8% | $7,380-99.8% | $6,935-99.8% |