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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 | $56,544 | $155,840-63.7% | $124,694-54.7% | $167,553-66.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.31% | 17.98%-0.7pp | 5144.82%-5127.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $2,062 | $4,165-50.5% | $3,325-38.0% | $4,840-57.4% |
| Participant deferral / active EE | $3,674 | $5,675-35.3% | $4,615-20.4% | $6,343-42.1% |
| Admin fee / account holder | $24 | $9,536-99.8% | $7,495-99.7% | $12,316-99.8% |