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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 | $20,874 | $149,040-86.0% | $120,225-82.6% | $137,256-84.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 33.25% | 605.68%-572.4pp | 439.23%-406.0pp | 220.34%-187.1pp |
| Employer contribution / active EE | $3,685 | $4,350-15.3% | $3,475+6.0% | $4,156-11.3% |
| Participant deferral / active EE | $8,367 | $4,655+79.8% | $3,999+109.3% | $6,407+30.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |