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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 | $47,971 | $169,356-71.7% | $129,406-62.9% | $145,897-67.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 14418.62%-14407.2pp | 9468.18%-9456.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,512 | $4,987+70.7% | $4,167+104.3% | $6,689+27.3% |
| Admin fee / account holder | $149 | $9,915-98.5% | $7,689-98.1% | $13,390-98.9% |