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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 | $10,892 | $96,419-88.7% | $80,648-86.5% | $139,487-92.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.88% | 1352.86%-1324.0pp | 937.21%-908.3pp | 373.84%-345.0pp |
| Employer contribution / active EE | $1,704 | $3,261-47.7% | $2,724-37.4% | $4,755-64.2% |
| Participant deferral / active EE | $2,855 | $5,225-45.4% | $4,443-35.7% | $6,713-57.5% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |