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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 | $53,698 | $180,749-70.3% | $160,784-66.6% | $137,256-60.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.77% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,074 | $4,155-74.2% | $3,733-71.2% | $4,156-74.2% |
| Participant deferral / active EE | $10,333 | $6,844+51.0% | $6,293+64.2% | $6,407+61.3% |
| Admin fee / account holder | $14 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |