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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 | $21,120 | $88,778-76.2% | $81,844-74.2% | $145,884-85.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 95.43% | 1033.03%-937.6pp | 778.87%-683.4pp | 551.85%-456.4pp |
| Employer contribution / active EE | $1,790 | $3,087-42.0% | $2,916-38.6% | $4,662-61.6% |
| Participant deferral / active EE | $3,814 | $4,648-18.0% | $4,323-11.8% | $6,690-43.0% |
| Admin fee / account holder | $6 | $8,430-99.9% | $7,355-99.9% | $13,392-100.0% |