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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 | $16,414 | $90,614-81.9% | $76,089-78.4% | $145,877-88.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.19% | 623.80%-608.6pp | 360.94%-345.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,606 | $3,324-21.6% | $2,690-3.1% | $4,663-44.1% |
| Participant deferral / active EE | $4,444 | $5,168-14.0% | $4,259+4.3% | $6,691-33.6% |
| Admin fee / account holder | $49 | $8,376-99.4% | $6,418-99.2% | $13,402-99.6% |