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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 | $19,304 | $88,778-78.3% | $81,844-76.4% | $145,884-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.76% | 1033.03%-1018.3pp | 778.87%-764.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,427 | $3,087-53.8% | $2,916-51.1% | $4,662-69.4% |
| Participant deferral / active EE | $7,230 | $4,648+55.5% | $4,323+67.2% | $6,690+8.1% |
| Admin fee / account holder | $39 | $8,430-99.5% | $7,355-99.5% | $13,392-99.7% |