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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 | $15,361 | $100,938-84.8% | $90,461-83.0% | $158,982-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.62% | 1727.20%-1712.6pp | 1294.76%-1280.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,389 | $3,691-62.4% | $3,264-57.4% | $4,763-70.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |