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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 | $73,430 | $180,749-59.4% | $160,784-54.3% | $137,256-46.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.30% | 2234.46%-2209.2pp | 1803.92%-1778.6pp | 220.34%-195.0pp |
| Employer contribution / active EE | $984 | $4,155-76.3% | $3,733-73.6% | $4,156-76.3% |
| Participant deferral / active EE | $10,313 | $6,844+50.7% | $6,293+63.9% | $6,407+61.0% |
| Admin fee / account holder | $83 | $10,397-99.2% | $9,717-99.2% | $12,270-99.3% |