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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 | $24,552 | $180,749-86.4% | $160,784-84.7% | $137,256-82.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.16% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,987 | $4,155-28.1% | $3,733-20.0% | $4,156-28.1% |
| Participant deferral / active EE | $2,706 | $6,844-60.5% | $6,293-57.0% | $6,407-57.8% |
| Admin fee / account holder | $94 | $10,397-99.1% | $9,717-99.0% | $12,270-99.2% |