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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 | $53,848 | $180,749-70.2% | $160,784-66.5% | $137,256-60.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.55% | 2234.46%-2214.9pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,315 | $4,155-44.3% | $3,733-38.0% | $4,156-44.3% |
| Participant deferral / active EE | $9,470 | $6,844+38.4% | $6,293+50.5% | $6,407+47.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |