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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 | $16,880 | $149,040-88.7% | $120,225-86.0% | $137,256-87.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.83% | 605.68%-580.9pp | 439.23%-414.4pp | 220.34%-195.5pp |
| Employer contribution / active EE | $3,087 | $4,350-29.0% | $3,475-11.2% | $4,156-25.7% |
| Participant deferral / active EE | $3,648 | $4,655-21.6% | $3,999-8.8% | $6,407-43.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |