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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 | $13,544 | $100,911-86.6% | $90,440-85.0% | $158,966-91.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 28.91% | 1726.62%-1697.7pp | 1294.38%-1265.5pp | 302.95%-274.0pp |
| Employer contribution / active EE | $2,124 | $3,690-42.4% | $3,263-34.9% | $4,762-55.4% |
| Participant deferral / active EE | $2,535 | $4,348-41.7% | $3,964-36.0% | $5,983-57.6% |
| Admin fee / account holder | $18 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |