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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 | $26,017 | $180,749-85.6% | $160,784-83.8% | $137,256-81.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.75% | 2234.46%-2208.7pp | 1803.92%-1778.2pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,807 | $4,155-32.4% | $3,733-24.8% | $4,156-32.5% |
| Participant deferral / active EE | $6,646 | $6,844-2.9% | $6,293+5.6% | $6,407+3.7% |
| Admin fee / account holder | $72 | $10,397-99.3% | $9,717-99.3% | $12,270-99.4% |