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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 | $20,546 | $81,763-74.9% | $58,561-64.9% | $139,466-85.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.16% | 7427.77%-7410.6pp | 4251.33%-4234.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,859 | $1,398+104.4% | $1,053+171.3% | $4,754-39.9% |
| Participant deferral / active EE | $18,907 | $2,555+640.1% | $1,923+883.2% | $6,712+181.7% |
| Admin fee / account holder | $43 | $3,273-98.7% | $2,520-98.3% | $11,409-99.6% |