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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 | $23,351 | $99,011-76.4% | $86,582-73.0% | $147,586-84.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.42% | 1312.75%-1285.3pp | 965.08%-937.7pp | 578.59%-551.2pp |
| Employer contribution / active EE | $2,551 | $3,132-18.6% | $2,839-10.2% | $4,876-47.7% |
| Participant deferral / active EE | $5,578 | $3,972+40.4% | $3,609+54.6% | $5,439+2.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |