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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 | $48,803 | $180,749-73.0% | $160,784-69.6% | $137,256-64.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.70% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,096 | $4,155-49.6% | $3,733-43.8% | $4,156-49.6% |
| Participant deferral / active EE | $3,985 | $6,844-41.8% | $6,293-36.7% | $6,407-37.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |