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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 | $97,804 | $70,121+39.5% | $63,803+53.3% | $138,895-29.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.07% | 946.48%-935.4pp | 543.72%-532.7pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,000 | $2,882-65.3% | $2,532-60.5% | $4,194-76.2% |
| Participant deferral / active EE | $1,695 | $4,535-62.6% | $3,843-55.9% | $6,396-73.5% |
| Admin fee / account holder | $225 | $6,738-96.7% | $5,196-95.7% | $12,562-98.2% |