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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 | $14,106 | $100,938-86.0% | $90,461-84.4% | $158,982-91.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 17.40% | 1727.20%-1709.8pp | 1294.76%-1277.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $907 | $3,691-75.4% | $3,264-72.2% | $4,763-81.0% |
| Participant deferral / active EE | $6,897 | $4,350+58.6% | $3,964+74.0% | $5,983+15.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |