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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 | $23,011 | $180,749-87.3% | $160,784-85.7% | $137,256-83.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.05% | 2234.46%-2209.4pp | 1803.92%-1778.9pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,588 | $4,155-37.7% | $3,733-30.7% | $4,156-37.7% |
| Participant deferral / active EE | $4,431 | $6,844-35.3% | $6,293-29.6% | $6,407-30.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |