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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 | $17,758 | $102,696-82.7% | $86,235-79.4% | $139,487-87.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1925.91%-1910.2pp | 1170.03%-1154.3pp | 373.84%-358.1pp |
| Employer contribution / active EE | $4,706 | $3,034+55.1% | $2,381+97.6% | $4,755-1.0% |
| Participant deferral / active EE | $7,912 | $4,679+69.1% | $3,987+98.4% | $6,713+17.9% |
| Admin fee / account holder | $94 | $8,667-98.9% | $6,856-98.6% | $11,407-99.2% |