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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 | $8,843 | $102,595-91.4% | $94,057-90.6% | $154,746-94.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 34.93% | 583.42%-548.5pp | 480.62%-445.7pp | 172.34%-137.4pp |
| Employer contribution / active EE | $2,046 | $3,147-35.0% | $2,933-30.2% | $4,379-53.3% |
| Participant deferral / active EE | $3,494 | $5,118-31.7% | $4,709-25.8% | $6,730-48.1% |
| Admin fee / account holder | $30 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |