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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 | $54,567 | $180,749-69.8% | $160,784-66.1% | $137,256-60.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.98% | 2234.46%-2217.5pp | 1803.92%-1786.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,200 | $4,155-47.1% | $3,733-41.1% | $4,156-47.1% |
| Participant deferral / active EE | $6,800 | $6,844-0.6% | $6,293+8.1% | $6,407+6.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |