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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 | $11,425 | $88,754-87.1% | $81,820-86.0% | $145,877-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.60% | 1031.77%-1008.2pp | 777.93%-754.3pp | 551.28%-527.7pp |
| Employer contribution / active EE | $3,331 | $3,085+8.0% | $2,915+14.3% | $4,663-28.6% |
| Participant deferral / active EE | $4,091 | $4,648-12.0% | $4,323-5.4% | $6,691-38.9% |
| Admin fee / account holder | $33 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |