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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 | $43,740 | $169,361-74.2% | $129,397-66.2% | $145,877-70.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 13.25% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,772 | $5,542-13.9% | $4,154+14.9% | $4,663+2.3% |
| Participant deferral / active EE | $7,429 | $4,987+49.0% | $4,167+78.3% | $6,691+11.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |