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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 | $41,211 | $180,749-77.2% | $160,784-74.4% | $137,256-70.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.68% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,316 | $4,155-20.2% | $3,733-11.2% | $4,156-20.2% |
| Participant deferral / active EE | $4,096 | $6,844-40.1% | $6,293-34.9% | $6,407-36.1% |
| Admin fee / account holder | $250 | $10,397-97.6% | $9,717-97.4% | $12,270-98.0% |