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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 | $23,335 | $100,938-76.9% | $90,461-74.2% | $158,982-85.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 40.15% | 1727.20%-1687.1pp | 1294.76%-1254.6pp | 302.99%-262.8pp |
| Employer contribution / active EE | $3,001 | $3,691-18.7% | $3,264-8.1% | $4,763-37.0% |
| Participant deferral / active EE | $11,060 | $4,350+154.3% | $3,964+179.0% | $5,983+84.8% |
| Admin fee / account holder | $87 | $6,510-98.7% | $5,617-98.5% | $11,252-99.2% |