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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 | $27,156 | $124,187-78.1% | $108,410-75.0% | $167,518-83.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.82% | 1379.80%-1367.0pp | 905.34%-892.5pp | 478.71%-465.9pp |
| Employer contribution / active EE | $10,390 | $4,187+148.2% | $3,558+192.0% | $4,838+114.7% |
| Participant deferral / active EE | $5,426 | $6,908-21.4% | $6,562-17.3% | $6,342-14.4% |
| Admin fee / account holder | $104 | $9,456-98.9% | $7,296-98.6% | $12,312-99.2% |