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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 | $11,497 | $96,419-88.1% | $80,648-85.7% | $139,487-91.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.71% | 1352.86%-1333.1pp | 937.21%-917.5pp | 373.84%-354.1pp |
| Employer contribution / active EE | $1,889 | $3,261-42.1% | $2,724-30.6% | $4,755-60.3% |
| Participant deferral / active EE | $3,293 | $5,225-37.0% | $4,443-25.9% | $6,713-51.0% |
| Admin fee / account holder | $35 | $6,605-99.5% | $5,382-99.3% | $11,407-99.7% |