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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 | $35,466 | $82,630-57.1% | $64,105-44.7% | $125,389-71.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 19.35% | 1489.72%-1470.4pp | 791.24%-771.9pp | 282.24%-262.9pp |
| Employer contribution / active EE | $1,626 | $2,671-39.1% | $1,820-10.7% | $4,866-66.6% |
| Participant deferral / active EE | $3,487 | $3,608-3.4% | $2,822+23.6% | $5,352-34.8% |
| Admin fee / account holder | $209 | $6,382-96.7% | $4,499-95.4% | $9,541-97.8% |