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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 | $30,555 | $68,097-55.1% | $62,929-51.4% | $137,256-77.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 365.09% | 1859.11%-1494.0pp | 1063.93%-698.8pp | 220.34%+144.8pp |
| Employer contribution / active EE | $975 | $2,811-65.3% | $2,505-61.1% | $4,156-76.5% |
| Participant deferral / active EE | $2,150 | $4,553-52.8% | $3,888-44.7% | $6,407-66.4% |
| Admin fee / account holder | $97 | $6,521-98.5% | $5,065-98.1% | $12,270-99.2% |