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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 | $19,401 | $88,815-78.2% | $81,882-76.3% | $145,897-86.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.53% | 1033.75%-1015.2pp | 779.47%-760.9pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,913 | $3,086-5.6% | $2,916-0.1% | $4,663-37.5% |
| Participant deferral / active EE | $5,000 | $4,647+7.6% | $4,323+15.6% | $6,689-25.3% |
| Admin fee / account holder | $38 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |