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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 | $6,886 | $76,634-91.0% | $56,054-87.7% | $145,978-95.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.32% | 3004.33%-2984.0pp | 1705.95%-1685.6pp | 550.52%-530.2pp |
| Employer contribution / active EE | $1,997 | $1,380+44.6% | $1,039+92.2% | $4,662-57.2% |
| Participant deferral / active EE | $2,914 | $2,622+11.1% | $1,952+49.3% | $6,690-56.4% |
| Admin fee / account holder | $46 | $3,321-98.6% | $2,822-98.4% | $13,400-99.7% |