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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 | $9,645 | $88,710-89.1% | $81,783-88.2% | $145,959-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.34% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,332 | $3,083-56.8% | $2,913-54.3% | $4,661-71.4% |
| Participant deferral / active EE | $6,048 | $4,645+30.2% | $4,320+40.0% | $6,689-9.6% |
| Admin fee / account holder | $161 | $8,407-98.1% | $7,380-97.8% | $13,398-98.8% |