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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 | $40,015 | $180,749-77.9% | $160,784-75.1% | $137,256-70.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.66% | 2234.46%-2210.8pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,150 | $4,155-24.2% | $3,733-15.6% | $4,156-24.2% |
| Participant deferral / active EE | $7,775 | $6,844+13.6% | $6,293+23.6% | $6,407+21.4% |
| Admin fee / account holder | $40 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |