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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 | $43,588 | $102,663-57.5% | $86,216-49.4% | $139,466-68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.79% | 1924.52%-1905.7pp | 1169.42%-1150.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,321 | $3,035-56.5% | $2,382-44.5% | $4,754-72.2% |
| Participant deferral / active EE | $8,906 | $4,677+90.4% | $3,986+123.4% | $6,712+32.7% |
| Admin fee / account holder | $272 | $8,663-96.9% | $6,853-96.0% | $11,409-97.6% |