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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 | $17,955 | $100,895-82.2% | $90,430-80.1% | $158,950-88.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 19.21% | 1725.54%-1706.3pp | 1293.73%-1274.5pp | 302.91%-283.7pp |
| Employer contribution / active EE | $1,943 | $3,689-47.3% | $3,262-40.4% | $4,762-59.2% |
| Participant deferral / active EE | $3,284 | $4,347-24.4% | $3,963-17.1% | $5,983-45.1% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |