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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 | $46,509 | $180,749-74.3% | $160,784-71.1% | $137,256-66.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.67% | 2234.46%-2210.8pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $4,113 | $4,155-1.0% | $3,733+10.2% | $4,156-1.0% |
| Participant deferral / active EE | $4,700 | $6,844-31.3% | $6,293-25.3% | $6,407-26.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |