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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 | $13,145 | $88,778-85.2% | $81,844-83.9% | $145,884-91.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 19.43% | 1033.03%-1013.6pp | 778.87%-759.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,689 | $3,087-45.3% | $2,916-42.1% | $4,662-63.8% |
| Participant deferral / active EE | $3,665 | $4,648-21.2% | $4,323-15.2% | $6,690-45.2% |
| Admin fee / account holder | $64 | $8,430-99.2% | $7,355-99.1% | $13,392-99.5% |