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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 | $18,892 | $88,702-78.7% | $81,780-76.9% | $145,978-87.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.36% | 1029.12%-1010.8pp | 776.27%-757.9pp | 550.52%-532.2pp |
| Employer contribution / active EE | $3,640 | $3,084+18.0% | $2,914+24.9% | $4,662-21.9% |
| Participant deferral / active EE | $7,716 | $4,645+66.1% | $4,321+78.6% | $6,690+15.3% |
| Admin fee / account holder | $17 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |