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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 | $77,350 | $180,749-57.2% | $160,784-51.9% | $137,256-43.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.34% | 2234.46%-2215.1pp | 1803.92%-1784.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,674 | $4,155+12.5% | $3,733+25.2% | $4,156+12.5% |
| Participant deferral / active EE | $5,890 | $6,844-13.9% | $6,293-6.4% | $6,407-8.1% |
| Admin fee / account holder | $155 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |