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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 | $25,722 | $124,187-79.3% | $108,410-76.3% | $167,518-84.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.95% | 1379.80%-1362.9pp | 905.34%-888.4pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,789 | $4,187-57.3% | $3,558-49.7% | $4,838-63.0% |
| Participant deferral / active EE | $3,624 | $6,908-47.5% | $6,562-44.8% | $6,342-42.9% |
| Admin fee / account holder | $146 | $9,456-98.5% | $7,296-98.0% | $12,312-98.8% |