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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 | $19,347 | $102,595-81.1% | $94,057-79.4% | $154,746-87.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.57% | 583.42%-565.8pp | 480.62%-463.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,026 | $3,147-35.6% | $2,933-30.9% | $4,379-53.7% |
| Participant deferral / active EE | $6,904 | $5,118+34.9% | $4,709+46.6% | $6,730+2.6% |
| Admin fee / account holder | $131 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |