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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 | $100,911-77.8% | $90,440-75.2% | $158,966-85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.70% | 1726.62%-1697.9pp | 1294.38%-1265.7pp | 302.95%-274.2pp |
| Employer contribution / active EE | $5,490 | $3,690+48.8% | $3,263+68.3% | $4,762+15.3% |
| Participant deferral / active EE | $5,490 | $4,348+26.3% | $3,964+38.5% | $5,983-8.2% |
| Admin fee / account holder | $59 | $6,507-99.1% | $5,615-98.9% | $11,250-99.5% |