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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 | $28,323 | $180,749-84.3% | $160,784-82.4% | $137,256-79.4% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 20.57% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,104 | $4,155-49.4% | $3,733-43.6% | $4,156-49.4% |
| Participant deferral / active EE | $4,272 | $6,844-37.6% | $6,293-32.1% | $6,407-33.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |