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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 | $58,095 | $88,778-34.6% | $81,844-29.0% | $145,884-60.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.04% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,709 | $3,087-44.7% | $2,916-41.4% | $4,662-63.4% |
| Participant deferral / active EE | $8,459 | $4,648+82.0% | $4,323+95.6% | $6,690+26.4% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |