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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 | $26,148 | $156,963-83.3% | $121,204-78.4% | $139,466-81.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.36% | 1476.75%-1455.4pp | 987.18%-965.8pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,009 | $5,544-63.8% | $4,170-51.8% | $4,754-57.7% |
| Participant deferral / active EE | $3,562 | $4,848-26.5% | $4,083-12.8% | $6,712-46.9% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |