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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 | $19,206 | $124,187-84.5% | $108,410-82.3% | $167,518-88.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.98% | 1379.80%-1361.8pp | 905.34%-887.4pp | 478.71%-460.7pp |
| Employer contribution / active EE | $1,037 | $4,187-75.2% | $3,558-70.9% | $4,838-78.6% |
| Participant deferral / active EE | $8,815 | $6,908+27.6% | $6,562+34.3% | $6,342+39.0% |
| Admin fee / account holder | $65 | $9,456-99.3% | $7,296-99.1% | $12,312-99.5% |