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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 | $58,275+76.9% | $81,844+25.9% | $80,935+27.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.19% | 41.82%-30.6pp | 778.87%-767.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $7,824 | $2,346+233.5% | $2,916+168.3% | $2,757+183.8% |
| Participant deferral / active EE | $8,382 | $3,285+155.1% | $4,323+93.9% | $4,299+95.0% |
| Admin fee / account holder | $12 | $4,749-99.8% | $7,355-99.8% | $6,924-99.8% |