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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 | $22,999 | $176,688-87.0% | $130,660-82.4% | $152,897-85.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 31.08% | 2693.08%-2662.0pp | 1709.29%-1678.2pp | 345.43%-314.3pp |
| Employer contribution / active EE | $830 | $5,743-85.5% | $4,092-79.7% | $4,764-82.6% |
| Participant deferral / active EE | $5,312 | $4,362+21.8% | $3,603+47.4% | $5,851-9.2% |
| Admin fee / account holder | $164 | $7,131-97.7% | $5,463-97.0% | $11,599-98.6% |