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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 | $18,374 | $102,696-82.1% | $86,235-78.7% | $139,487-86.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.73% | 1925.91%-1907.2pp | 1170.03%-1151.3pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,335 | $3,034-23.0% | $2,381-1.9% | $4,755-50.9% |
| Participant deferral / active EE | $1,611 | $4,679-65.6% | $3,987-59.6% | $6,713-76.0% |
| Admin fee / account holder | $102 | $8,667-98.8% | $6,856-98.5% | $11,407-99.1% |