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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 | $19,094 | $72,426-73.6% | $67,560-71.7% | $145,897-86.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.77% | 7226.78%-7212.0pp | 3533.50%-3518.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,231 | $3,074+5.1% | $2,737+18.0% | $4,663-30.7% |
| Participant deferral / active EE | $3,860 | $4,785-19.3% | $4,004-3.6% | $6,689-42.3% |
| Admin fee / account holder | $52 | $5,514-99.1% | $3,994-98.7% | $13,390-99.6% |