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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 | $9,096 | $76,608-88.1% | $56,077-83.8% | $145,877-93.8% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 8.90% | 3009.59%-3000.7pp | 1709.28%-1700.4pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,120 | $2,624+18.9% | $1,954+59.7% | $6,691-53.4% |
| Admin fee / account holder | $146 | $3,325-95.6% | $2,825-94.8% | $13,402-98.9% |