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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 | $28,825 | $88,815-67.5% | $81,882-64.8% | $145,897-80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1033.75%-1019.8pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,192 | $3,086-29.0% | $2,916-24.8% | $4,663-53.0% |
| Participant deferral / active EE | $7,836 | $4,647+68.6% | $4,323+81.2% | $6,689+17.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |