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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 | $19,049 | $138,102-86.2% | $125,381-84.8% | $134,532-85.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.31% | 750.73%-745.4pp | 572.31%-567.0pp | 418.27%-413.0pp |
| Employer contribution / active EE | $1,009 | $5,245-80.8% | $4,815-79.1% | $4,741-78.7% |
| Participant deferral / active EE | $3,756 | $7,801-51.8% | $7,448-49.6% | $6,401-41.3% |
| Admin fee / account holder | $33 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |