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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 | $102,595-93.2% | $94,057-92.5% | $154,746-95.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 28.65% | 583.42%-554.8pp | 480.62%-452.0pp | 172.34%-143.7pp |
| Employer contribution / active EE | $1,165 | $3,147-63.0% | $2,933-60.3% | $4,379-73.4% |
| Participant deferral / active EE | $2,380 | $5,118-53.5% | $4,709-49.5% | $6,730-64.6% |
| Admin fee / account holder | $176 | $7,736-97.7% | $7,244-97.6% | $14,365-98.8% |