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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 | $23,106 | $180,749-87.2% | $160,784-85.6% | $137,256-83.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 28.67% | 2234.46%-2205.8pp | 1803.92%-1775.3pp | 220.34%-191.7pp |
| Employer contribution / active EE | $3,360 | $4,155-19.1% | $3,733-10.0% | $4,156-19.2% |
| Participant deferral / active EE | $4,370 | $6,844-36.2% | $6,293-30.6% | $6,407-31.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |