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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 | $11,814 | $88,754-86.7% | $81,820-85.6% | $145,877-91.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.73% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,126 | $3,085-63.5% | $2,915-61.4% | $4,663-75.9% |
| Participant deferral / active EE | $2,252 | $4,648-51.5% | $4,323-47.9% | $6,691-66.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |