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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 | $25,058 | $138,075-81.9% | $123,552-79.7% | $135,379-81.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 7604.29% | 153.70%+7450.6pp | 119.20%+7485.1pp | 519.79%+7084.5pp |
| Employer contribution / active EE | $2,417 | $5,152-53.1% | $4,628-47.8% | $4,779-49.4% |
| Participant deferral / active EE | $8,292 | $6,800+21.9% | $6,426+29.0% | $5,609+47.8% |
| Admin fee / account holder | $80 | $10,917-99.3% | $9,285-99.1% | $10,828-99.3% |