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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 | $12,912 | $149,040-91.3% | $120,225-89.3% | $137,256-90.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.52% | 605.68%-578.2pp | 439.23%-411.7pp | 220.34%-192.8pp |
| Employer contribution / active EE | $3,727 | $4,350-14.3% | $3,475+7.2% | $4,156-10.3% |
| Participant deferral / active EE | $3,948 | $4,655-15.2% | $3,999-1.3% | $6,407-38.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |