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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 | $25,934 | $88,815-70.8% | $81,882-68.3% | $145,897-82.2% |
| Participation rate | 82.4% | 75.1%+7.3pp | 72.4%+10.0pp | 80.3%+2.0pp |
| Annual return | 28.80% | 1033.75%-1005.0pp | 779.47%-750.7pp | 552.29%-523.5pp |
| Employer contribution / active EE | $1,643 | $3,086-46.8% | $2,916-43.7% | $4,663-64.8% |
| Participant deferral / active EE | $8,827 | $4,647+89.9% | $4,323+104.2% | $6,689+32.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |