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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 | $14,657 | $88,815-83.5% | $81,882-82.1% | $145,897-90.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.86% | 1033.75%-1015.9pp | 779.47%-761.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $2,275 | $3,086-26.3% | $2,916-22.0% | $4,663-51.2% |
| Participant deferral / active EE | $2,788 | $4,647-40.0% | $4,323-35.5% | $6,689-58.3% |
| Admin fee / account holder | $26 | $8,434-99.7% | $7,360-99.6% | $13,390-99.8% |