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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 | $57,066 | $180,749-68.4% | $160,784-64.5% | $137,256-58.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.53% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,143 | $4,155-24.4% | $3,733-15.8% | $4,156-24.4% |
| Participant deferral / active EE | $12,230 | $6,844+78.7% | $6,293+94.3% | $6,407+90.9% |
| Admin fee / account holder | $10 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |