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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 | $33,991 | $234,190-85.5% | $180,320-81.1% | $198,609-82.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 21.38% | 1057.44%-1036.1pp | 778.54%-757.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $2,958 | $5,258-43.7% | $4,108-28.0% | $5,055-41.5% |
| Participant deferral / active EE | $3,368 | $4,988-32.5% | $4,304-21.7% | $6,977-51.7% |
| Admin fee / account holder | $152 | $12,558-98.8% | $10,000-98.5% | $19,030-99.2% |