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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 | $169,161-71.6% | $129,295-62.9% | $145,959-67.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 14348.07%-14336.6pp | 9429.28%-9417.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,512 | $4,989+70.6% | $4,169+104.2% | $6,689+27.3% |
| Admin fee / account holder | $149 | $9,878-98.5% | $7,665-98.1% | $13,398-98.9% |