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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 | $26,801 | $73,421-63.5% | $66,439-59.7% | $155,188-82.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 17.77% | 1382.37%-1364.6pp | 757.66%-739.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $1,584 | $3,039-47.9% | $2,637-39.9% | $4,248-62.7% |
| Participant deferral / active EE | $5,996 | $4,680+28.1% | $3,876+54.7% | $6,531-8.2% |
| Admin fee / account holder | $120 | $8,856-98.7% | $6,173-98.1% | $14,480-99.2% |