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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 | $15,896 | $100,938-84.3% | $90,461-82.4% | $158,982-90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.58% | 1727.20%-1703.6pp | 1294.76%-1271.2pp | 302.99%-279.4pp |
| Employer contribution / active EE | $2,802 | $3,691-24.1% | $3,264-14.1% | $4,763-41.2% |
| Participant deferral / active EE | $4,041 | $4,350-7.1% | $3,964+1.9% | $5,983-32.5% |
| Admin fee / account holder | $79 | $6,510-98.8% | $5,617-98.6% | $11,252-99.3% |