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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 | $12,100 | $180,749-93.3% | $160,784-92.5% | $137,256-91.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 27.66% | 2234.46%-2206.8pp | 1803.92%-1776.3pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,400 | $4,155-66.3% | $3,733-62.5% | $4,156-66.3% |
| Participant deferral / active EE | $4,400 | $6,844-35.7% | $6,293-30.1% | $6,407-31.3% |
| Admin fee / account holder | $24 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |