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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 | $23,829 | $96,388-75.3% | $80,627-70.4% | $139,466-82.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 34.32% | 1352.08%-1317.8pp | 936.76%-902.4pp | 373.66%-339.3pp |
| Employer contribution / active EE | $2,104 | $3,260-35.5% | $2,723-22.7% | $4,754-55.8% |
| Participant deferral / active EE | $7,715 | $5,224+47.7% | $4,443+73.7% | $6,712+15.0% |
| Admin fee / account holder | $156 | $6,603-97.6% | $5,381-97.1% | $11,409-98.6% |