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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 | $8,750 | $88,815-90.1% | $81,882-89.3% | $145,897-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.47% | 1033.75%-1010.3pp | 779.47%-756.0pp | 552.29%-528.8pp |
| Employer contribution / active EE | $1,855 | $3,086-39.9% | $2,916-36.4% | $4,663-60.2% |
| Participant deferral / active EE | $3,290 | $4,647-29.2% | $4,323-23.9% | $6,689-50.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |