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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 | $8,485 | $88,710-90.4% | $81,783-89.6% | $145,959-94.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1027.26%-1015.7pp | 775.05%-763.5pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,514 | $3,083-50.9% | $2,913-48.0% | $4,661-67.5% |
| Participant deferral / active EE | $2,617 | $4,645-43.6% | $4,320-39.4% | $6,689-60.9% |
| Admin fee / account holder | $103 | $8,407-98.8% | $7,380-98.6% | $13,398-99.2% |