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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 | $36,587 | $180,749-79.8% | $160,784-77.2% | $137,256-73.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 19.62% | 2234.46%-2214.8pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,647 | $4,155-36.3% | $3,733-29.1% | $4,156-36.3% |
| Participant deferral / active EE | $2,717 | $6,844-60.3% | $6,293-56.8% | $6,407-57.6% |
| Admin fee / account holder | $249 | $10,397-97.6% | $9,717-97.4% | $12,270-98.0% |