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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 | $91,332 | $70,121+30.2% | $63,803+43.1% | $138,895-34.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.32% | 946.48%-927.2pp | 543.72%-524.4pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,316 | $2,882-54.3% | $2,532-48.0% | $4,194-68.6% |
| Participant deferral / active EE | $2,472 | $4,535-45.5% | $3,843-35.7% | $6,396-61.3% |
| Admin fee / account holder | $12 | $6,738-99.8% | $5,196-99.8% | $12,562-99.9% |