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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 | $16,456 | $102,595-84.0% | $94,057-82.5% | $154,746-89.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.71% | 583.42%-558.7pp | 480.62%-455.9pp | 172.34%-147.6pp |
| Employer contribution / active EE | $2,885 | $3,147-8.3% | $2,933-1.6% | $4,379-34.1% |
| Participant deferral / active EE | $3,709 | $5,118-27.5% | $4,709-21.2% | $6,730-44.9% |
| Admin fee / account holder | $54 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |