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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 | $8,353 | $72,426-88.5% | $67,560-87.6% | $145,897-94.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.21% | 7226.78%-7208.6pp | 3533.50%-3515.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $1,913 | $3,074-37.8% | $2,737-30.1% | $4,663-59.0% |
| Participant deferral / active EE | $4,319 | $4,785-9.7% | $4,004+7.9% | $6,689-35.4% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |