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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 | $21,653 | $102,595-78.9% | $94,057-77.0% | $154,746-86.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.47% | 583.42%-558.9pp | 480.62%-456.2pp | 172.34%-147.9pp |
| Employer contribution / active EE | $2,488 | $3,147-21.0% | $2,933-15.2% | $4,379-43.2% |
| Participant deferral / active EE | $2,871 | $5,118-43.9% | $4,709-39.0% | $6,730-57.3% |
| Admin fee / account holder | $40 | $7,736-99.5% | $7,244-99.4% | $14,365-99.7% |