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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 | $19,776 | $109,872-82.0% | $98,483-79.9% | $167,536-88.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.65% | 1959.31%-1940.7pp | 1494.38%-1475.7pp | 478.82%-460.2pp |
| Employer contribution / active EE | $4,232 | $3,225+31.2% | $2,961+43.0% | $4,839-12.5% |
| Participant deferral / active EE | $6,212 | $4,673+32.9% | $4,276+45.3% | $6,342-2.1% |
| Admin fee / account holder | $89 | $6,757-98.7% | $5,953-98.5% | $12,315-99.3% |