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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 | $10,271 | $169,361-93.9% | $129,397-92.1% | $145,877-93.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.23% | 14395.54%-14372.3pp | 9453.98%-9430.8pp | 551.28%-528.1pp |
| Employer contribution / active EE | $2,956 | $5,542-46.7% | $4,154-28.8% | $4,663-36.6% |
| Participant deferral / active EE | $3,816 | $4,987-23.5% | $4,167-8.4% | $6,691-43.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |