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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 | $14,501 | $180,749-92.0% | $160,784-91.0% | $137,256-89.4% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.0%+15.9pp | 80.0%+12.9pp |
| Annual return | 26.70% | 2234.46%-2207.8pp | 1803.92%-1777.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,894 | $4,155-30.4% | $3,733-22.5% | $4,156-30.4% |
| Participant deferral / active EE | $4,033 | $6,844-41.1% | $6,293-35.9% | $6,407-37.1% |
| Admin fee / account holder | $44 | $10,397-99.6% | $9,717-99.6% | $12,270-99.6% |