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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 | $9,372 | $96,419-90.3% | $80,648-88.4% | $139,487-93.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.68% | 1352.86%-1323.2pp | 937.21%-907.5pp | 373.84%-344.2pp |
| Employer contribution / active EE | $2,169 | $3,261-33.5% | $2,724-20.4% | $4,755-54.4% |
| Participant deferral / active EE | $4,973 | $5,225-4.8% | $4,443+11.9% | $6,713-25.9% |
| Admin fee / account holder | $25 | $6,605-99.6% | $5,382-99.5% | $11,407-99.8% |