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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 | $26,414 | $155,833-83.0% | $124,693-78.8% | $167,518-84.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.65% | 17.98%+0.7pp | 5144.19%-5125.5pp | 478.71%-460.1pp |
| Employer contribution / active EE | $968 | $4,164-76.8% | $3,324-70.9% | $4,838-80.0% |
| Participant deferral / active EE | $5,199 | $5,675-8.4% | $4,615+12.6% | $6,342-18.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |