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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 | $17,849 | $202,463-91.2% | $169,397-89.5% | $139,487-87.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.96% | 532.64%-500.7pp | 406.23%-374.3pp | 373.84%-341.9pp |
| Employer contribution / active EE | $2,700 | $4,694-42.5% | $4,013-32.7% | $4,755-43.2% |
| Participant deferral / active EE | $2,700 | $6,941-61.1% | $6,223-56.6% | $6,713-59.8% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |