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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 | $26,608 | $99,011-73.1% | $86,582-69.3% | $147,586-82.0% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 12.81% | 1312.75%-1299.9pp | 965.08%-952.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $5,779 | $3,132+84.5% | $2,839+103.5% | $4,876+18.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $107 | $5,709-98.1% | $4,904-97.8% | $10,886-99.0% |