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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 | $22,195 | $180,749-87.7% | $160,784-86.2% | $137,256-83.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 21.34% | 2234.46%-2213.1pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,301 | $4,155-44.6% | $3,733-38.4% | $4,156-44.6% |
| Participant deferral / active EE | $3,918 | $6,844-42.8% | $6,293-37.7% | $6,407-38.8% |
| Admin fee / account holder | $198 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |