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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 | $31,532 | $202,440-84.4% | $169,390-81.4% | $139,466-77.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 75.79% | 532.36%-456.6pp | 406.07%-330.3pp | 373.66%-297.9pp |
| Employer contribution / active EE | $1,000 | $4,693-78.7% | $4,013-75.1% | $4,754-79.0% |
| Participant deferral / active EE | $22,500 | $6,940+224.2% | $6,222+261.6% | $6,712+235.2% |
| Admin fee / account holder | $78 | $10,722-99.3% | $9,015-99.1% | $11,409-99.3% |