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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 | $3,954 | $88,702-95.5% | $81,780-95.2% | $145,978-97.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 15.34% | 1029.12%-1013.8pp | 776.27%-760.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,243 | $4,645-73.2% | $4,321-71.2% | $6,690-81.4% |
| Admin fee / account holder | $21 | $8,414-99.8% | $7,384-99.7% | $13,400-99.8% |