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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 | $22,232 | $88,778-75.0% | $81,844-72.8% | $145,884-84.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.58% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $930 | $3,087-69.9% | $2,916-68.1% | $4,662-80.0% |
| Participant deferral / active EE | $4,164 | $4,648-10.4% | $4,323-3.7% | $6,690-37.7% |
| Admin fee / account holder | $127 | $8,430-98.5% | $7,355-98.3% | $13,392-99.1% |