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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 | $36,972 | $88,778-58.4% | $81,844-54.8% | $145,884-74.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,156 | $3,087-62.5% | $2,916-60.4% | $4,662-75.2% |
| Participant deferral / active EE | $8,361 | $4,648+79.9% | $4,323+93.4% | $6,690+25.0% |
| Admin fee / account holder | $230 | $8,430-97.3% | $7,355-96.9% | $13,392-98.3% |