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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 | $22,401 | $100,895-77.8% | $90,430-75.2% | $158,950-85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.70% | 1725.54%-1696.8pp | 1293.73%-1265.0pp | 302.91%-274.2pp |
| Employer contribution / active EE | $5,490 | $3,689+48.8% | $3,262+68.3% | $4,762+15.3% |
| Participant deferral / active EE | $5,490 | $4,347+26.3% | $3,963+38.5% | $5,983-8.2% |
| Admin fee / account holder | $59 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |