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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 | $29,560 | $100,938-70.7% | $90,461-67.3% | $158,982-81.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.48% | 1727.20%-1709.7pp | 1294.76%-1277.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,613 | $3,691-56.3% | $3,264-50.6% | $4,763-66.1% |
| Participant deferral / active EE | $5,063 | $4,350+16.4% | $3,964+27.7% | $5,983-15.4% |
| Admin fee / account holder | $7 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |