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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 | $18,143 | $149,040-87.8% | $120,225-84.9% | $137,256-86.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.91% | 605.68%-587.8pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,706 | $4,350-14.8% | $3,475+6.6% | $4,156-10.8% |
| Participant deferral / active EE | $1,972 | $4,655-57.6% | $3,999-50.7% | $6,407-69.2% |
| Admin fee / account holder | $104 | $6,348-98.4% | $5,696-98.2% | $12,270-99.2% |