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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 | $22,309 | $156,963-85.8% | $121,204-81.6% | $139,466-84.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 31.81% | 1476.75%-1444.9pp | 987.18%-955.4pp | 373.66%-341.9pp |
| Employer contribution / active EE | $1,893 | $5,544-65.9% | $4,170-54.6% | $4,754-60.2% |
| Participant deferral / active EE | $3,384 | $4,848-30.2% | $4,083-17.1% | $6,712-49.6% |
| Admin fee / account holder | $14 | $6,953-99.8% | $5,651-99.8% | $11,409-99.9% |