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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 | $82,964 | $180,749-54.1% | $160,784-48.4% | $137,256-39.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.98% | 2234.46%-2215.5pp | 1803.92%-1784.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,271 | $4,155+26.8% | $3,733+41.2% | $4,156+26.8% |
| Participant deferral / active EE | $11,220 | $6,844+63.9% | $6,293+78.3% | $6,407+75.1% |
| Admin fee / account holder | $26 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |