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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 | $32,824 | $99,031-66.9% | $86,597-62.1% | $147,585-77.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.80% | 1312.56%-1297.8pp | 964.96%-950.2pp | 578.57%-563.8pp |
| Employer contribution / active EE | $1,797 | $3,132-42.6% | $2,840-36.7% | $4,876-63.2% |
| Participant deferral / active EE | $770 | $3,972-80.6% | $3,609-78.7% | $5,439-85.8% |
| Admin fee / account holder | $146 | $5,711-97.4% | $4,906-97.0% | $10,885-98.7% |