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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 | $14,733 | $88,778-83.4% | $81,844-82.0% | $145,884-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.73% | 1033.03%-1021.3pp | 778.87%-767.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,805 | $3,087-9.1% | $2,916-3.8% | $4,662-39.8% |
| Participant deferral / active EE | $2,805 | $4,648-39.7% | $4,323-35.1% | $6,690-58.1% |
| Admin fee / account holder | $135 | $8,430-98.4% | $7,355-98.2% | $13,392-99.0% |