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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 | $50,455 | $121,701-58.5% | $104,639-51.8% | $158,982-68.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 38.30% | 465.72%-427.4pp | 340.67%-302.4pp | 302.99%-264.7pp |
| Employer contribution / active EE | $874 | $3,165-72.4% | $2,682-67.4% | $4,763-81.7% |
| Participant deferral / active EE | $1,329 | $4,176-68.2% | $3,738-64.4% | $5,983-77.8% |
| Admin fee / account holder | $5 | $7,778-99.9% | $6,465-99.9% | $11,252-100.0% |