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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 | $18,413 | $68,097-73.0% | $62,929-70.7% | $137,256-86.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.32% | 1859.11%-1836.8pp | 1063.93%-1041.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,912 | $2,811-32.0% | $2,505-23.7% | $4,156-54.0% |
| Participant deferral / active EE | $9,115 | $4,553+100.2% | $3,888+134.4% | $6,407+42.3% |
| Admin fee / account holder | $75 | $6,521-98.8% | $5,065-98.5% | $12,270-99.4% |