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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 | $41,154 | $99,011-58.4% | $86,582-52.5% | $147,586-72.1% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 18.99% | 1312.75%-1293.8pp | 965.08%-946.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,339 | $3,132-57.3% | $2,839-52.8% | $4,876-72.5% |
| Participant deferral / active EE | $1,788 | $3,972-55.0% | $3,609-50.5% | $5,439-67.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |