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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 | $27,220 | $156,963-82.7% | $121,204-77.5% | $139,466-80.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.77% | 1476.75%-1456.0pp | 987.18%-966.4pp | 373.66%-352.9pp |
| Employer contribution / active EE | $2,678 | $5,544-51.7% | $4,170-35.8% | $4,754-43.7% |
| Participant deferral / active EE | $1,424 | $4,848-70.6% | $4,083-65.1% | $6,712-78.8% |
| Admin fee / account holder | $19 | $6,953-99.7% | $5,651-99.7% | $11,409-99.8% |