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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 | $52,563 | $180,749-70.9% | $160,784-67.3% | $137,256-61.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.03% | 2234.46%-2214.4pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $999 | $4,155-76.0% | $3,733-73.2% | $4,156-76.0% |
| Participant deferral / active EE | $10,231 | $6,844+49.5% | $6,293+62.6% | $6,407+59.7% |
| Admin fee / account holder | $95 | $10,397-99.1% | $9,717-99.0% | $12,270-99.2% |