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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 | $26,713 | $124,175-78.5% | $108,405-75.4% | $167,536-84.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.43% | 1380.13%-1363.7pp | 905.55%-889.1pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,419 | $4,188-42.2% | $3,559-32.0% | $4,839-50.0% |
| Participant deferral / active EE | $17,432 | $6,908+152.3% | $6,563+165.6% | $6,342+174.9% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |