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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 | $21,814 | $102,635-78.7% | $86,209-74.7% | $139,456-84.4% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 18.26% | 1923.53%-1905.3pp | 1169.05%-1150.8pp | 373.45%-355.2pp |
| Employer contribution / active EE | $1,743 | $3,034-42.6% | $2,381-26.8% | $4,753-63.3% |
| Participant deferral / active EE | $2,751 | $4,677-41.2% | $3,986-31.0% | $6,711-59.0% |
| Admin fee / account holder | $77 | $8,661-99.1% | $6,853-98.9% | $11,407-99.3% |