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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 | $14,559 | $102,663-85.8% | $86,216-83.1% | $139,466-89.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.95% | 1924.52%-1900.6pp | 1169.42%-1145.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $1,832 | $3,035-39.6% | $2,382-23.1% | $4,754-61.5% |
| Participant deferral / active EE | $10,654 | $4,677+127.8% | $3,986+167.3% | $6,712+58.7% |
| Admin fee / account holder | $49 | $8,663-99.4% | $6,853-99.3% | $11,409-99.6% |