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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 | $11,357 | $90,614-87.5% | $76,089-85.1% | $145,877-92.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 51.52% | 623.80%-572.3pp | 360.94%-309.4pp | 551.28%-499.8pp |
| Employer contribution / active EE | $1,864 | $3,324-43.9% | $2,690-30.7% | $4,663-60.0% |
| Participant deferral / active EE | $2,682 | $5,168-48.1% | $4,259-37.0% | $6,691-59.9% |
| Admin fee / account holder | $13 | $8,376-99.9% | $6,418-99.8% | $13,402-99.9% |