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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 | $17,237 | $68,097-74.7% | $62,929-72.6% | $137,256-87.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 30.00% | 1859.11%-1829.1pp | 1063.93%-1033.9pp | 220.34%-190.3pp |
| Employer contribution / active EE | $2,372 | $2,811-15.6% | $2,505-5.3% | $4,156-42.9% |
| Participant deferral / active EE | $3,650 | $4,553-19.8% | $3,888-6.1% | $6,407-43.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |