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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 | $26,058 | $102,696-74.6% | $86,235-69.8% | $139,487-81.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 34.60% | 1925.91%-1891.3pp | 1170.03%-1135.4pp | 373.84%-339.2pp |
| Employer contribution / active EE | $1,417 | $3,034-53.3% | $2,381-40.5% | $4,755-70.2% |
| Participant deferral / active EE | $6,000 | $4,679+28.2% | $3,987+50.5% | $6,713-10.6% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |