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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 | $7,025 | $72,071-90.3% | $68,368-89.7% | $137,256-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.65% | 353.14%-324.5pp | 292.57%-263.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $1,165 | $2,788-58.2% | $2,649-56.0% | $4,156-72.0% |
| Participant deferral / active EE | $2,380 | $4,410-46.0% | $4,123-42.3% | $6,407-62.9% |
| Admin fee / account holder | $176 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |