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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 | $32,985 | $99,031-66.7% | $86,597-61.9% | $147,585-77.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.67% | 1312.56%-1290.9pp | 964.96%-943.3pp | 578.57%-556.9pp |
| Employer contribution / active EE | $706 | $3,132-77.5% | $2,840-75.1% | $4,876-85.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $282 | $5,711-95.1% | $4,906-94.2% | $10,885-97.4% |