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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 | $10,362 | $102,595-89.9% | $94,057-89.0% | $154,746-93.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.50% | 583.42%-561.9pp | 480.62%-459.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,223 | $3,147-29.4% | $2,933-24.2% | $4,379-49.2% |
| Participant deferral / active EE | $2,153 | $5,118-57.9% | $4,709-54.3% | $6,730-68.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |