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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 | $10,275 | $156,970-93.5% | $121,210-91.5% | $139,487-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 1477.10%-1458.6pp | 987.41%-968.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $1,260 | $5,546-77.3% | $4,171-69.8% | $4,755-73.5% |
| Participant deferral / active EE | $1,871 | $4,849-61.4% | $4,084-54.2% | $6,713-72.1% |
| Admin fee / account holder | $111 | $6,947-98.4% | $5,647-98.0% | $11,407-99.0% |