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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 | $27,670 | $180,749-84.7% | $160,784-82.8% | $137,256-79.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.80% | 2234.46%-2212.7pp | 1803.92%-1782.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,878 | $4,155-30.7% | $3,733-22.9% | $4,156-30.8% |
| Participant deferral / active EE | $3,237 | $6,844-52.7% | $6,293-48.6% | $6,407-49.5% |
| Admin fee / account holder | $103 | $10,397-99.0% | $9,717-98.9% | $12,270-99.2% |