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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 | $23,245 | $102,595-77.3% | $94,057-75.3% | $154,746-85.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.31% | 583.42%-561.1pp | 480.62%-458.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,056 | $3,147-34.7% | $2,933-29.9% | $4,379-53.1% |
| Participant deferral / active EE | $4,418 | $5,118-13.7% | $4,709-6.2% | $6,730-34.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |