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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 | $40,949 | $99,011-58.6% | $86,582-52.7% | $147,586-72.3% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 13.92% | 1312.75%-1298.8pp | 965.08%-951.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,502 | $3,132-52.0% | $2,839-47.1% | $4,876-69.2% |
| Participant deferral / active EE | $1,902 | $3,972-52.1% | $3,609-47.3% | $5,439-65.0% |
| Admin fee / account holder | $219 | $5,709-96.2% | $4,904-95.5% | $10,886-98.0% |