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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 | $50,628 | $180,749-72.0% | $160,784-68.5% | $137,256-63.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.14% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $4,375 | $4,155+5.3% | $3,733+17.2% | $4,156+5.3% |
| Participant deferral / active EE | $10,274 | $6,844+50.1% | $6,293+63.3% | $6,407+60.4% |
| Admin fee / account holder | $108 | $10,397-99.0% | $9,717-98.9% | $12,270-99.1% |