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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 | $10,800 | $88,815-87.8% | $81,882-86.8% | $145,897-92.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.42% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,274 | $3,086-26.3% | $2,916-22.0% | $4,663-51.2% |
| Participant deferral / active EE | $2,567 | $4,647-44.8% | $4,323-40.6% | $6,689-61.6% |
| Admin fee / account holder | $150 | $8,434-98.2% | $7,360-98.0% | $13,390-98.9% |