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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 | $26,215 | $76,608-65.8% | $56,077-53.3% | $145,877-82.0% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 18.22% | 3009.59%-2991.4pp | 1709.28%-1691.1pp | 551.28%-533.1pp |
| Employer contribution / active EE | $1,325 | $1,382-4.1% | $1,040+27.3% | $4,663-71.6% |
| Participant deferral / active EE | $4,249 | $2,624+61.9% | $1,954+117.5% | $6,691-36.5% |
| Admin fee / account holder | $207 | $3,325-93.8% | $2,825-92.7% | $13,402-98.5% |