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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 | $13,728 | $169,361-91.9% | $129,397-89.4% | $145,877-90.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 12.35% | 14395.54%-14383.2pp | 9453.98%-9441.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,162 | $5,542-79.0% | $4,154-72.0% | $4,663-75.1% |
| Participant deferral / active EE | $1,449 | $4,987-70.9% | $4,167-65.2% | $6,691-78.3% |
| Admin fee / account holder | $55 | $9,903-99.4% | $7,679-99.3% | $13,402-99.6% |