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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 | $25,092 | $100,938-75.1% | $90,461-72.3% | $158,982-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.09% | 1727.20%-1708.1pp | 1294.76%-1275.7pp | 302.99%-283.9pp |
| Employer contribution / active EE | $887 | $3,691-76.0% | $3,264-72.8% | $4,763-81.4% |
| Participant deferral / active EE | $2,482 | $4,350-42.9% | $3,964-37.4% | $5,983-58.5% |
| Admin fee / account holder | $27 | $6,510-99.6% | $5,617-99.5% | $11,252-99.8% |