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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 | $50,430 | $169,356-70.2% | $129,406-61.0% | $145,897-65.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.72% | 14418.62%-14396.9pp | 9468.18%-9446.5pp | 552.29%-530.6pp |
| Employer contribution / active EE | $803 | $5,542-85.5% | $4,155-80.7% | $4,663-82.8% |
| Participant deferral / active EE | $3,458 | $4,987-30.6% | $4,167-17.0% | $6,689-48.3% |
| Admin fee / account holder | $3 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |