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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 | $13,290 | $99,009-86.6% | $86,581-84.7% | $147,585-91.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.25% | 1312.70%-1292.5pp | 965.06%-944.8pp | 578.58%-558.3pp |
| Employer contribution / active EE | $807 | $3,132-74.2% | $2,840-71.6% | $4,876-83.5% |
| Participant deferral / active EE | $2,690 | $3,972-32.3% | $3,609-25.5% | $5,439-50.5% |
| Admin fee / account holder | $3 | $5,709-100.0% | $4,904-99.9% | $10,886-100.0% |