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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 | $7,000 | $149,040-95.3% | $120,225-94.2% | $137,256-94.9% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 26.74% | 605.68%-578.9pp | 439.23%-412.5pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,859 | $4,350-57.3% | $3,475-46.5% | $4,156-55.3% |
| Participant deferral / active EE | $1,171 | $4,655-74.8% | $3,999-70.7% | $6,407-81.7% |
| Admin fee / account holder | $109 | $6,348-98.3% | $5,696-98.1% | $12,270-99.1% |