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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 | $10,554 | $99,647-89.4% | $86,439-87.8% | $134,509-92.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.54% | 6784.13%-6775.6pp | 4395.55%-4387.0pp | 418.13%-409.6pp |
| Employer contribution / active EE | $2,792 | $4,401-36.6% | $3,769-25.9% | $4,741-41.1% |
| Participant deferral / active EE | $4,397 | $7,246-39.3% | $6,952-36.7% | $6,400-31.3% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |