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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 | $30,143 | $180,749-83.3% | $160,784-81.3% | $137,256-78.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.14% | 2234.46%-2212.3pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,034 | $4,155-75.1% | $3,733-72.3% | $4,156-75.1% |
| Participant deferral / active EE | $1,644 | $6,844-76.0% | $6,293-73.9% | $6,407-74.3% |
| Admin fee / account holder | $13 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |