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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 | $8,006 | $88,702-91.0% | $81,780-90.2% | $145,978-94.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 77.21% | 1029.12%-951.9pp | 776.27%-699.1pp | 550.52%-473.3pp |
| Employer contribution / active EE | $2,803 | $3,084-9.1% | $2,914-3.8% | $4,662-39.9% |
| Participant deferral / active EE | $3,261 | $4,645-29.8% | $4,321-24.5% | $6,690-51.3% |
| Admin fee / account holder | $67 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |