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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 | $169,336-71.7% | $129,384-62.9% | $145,884-67.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 14408.70%-14397.3pp | 9461.77%-9450.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,512 | $4,985+70.8% | $4,166+104.3% | $6,690+27.2% |
| Admin fee / account holder | $149 | $9,912-98.5% | $7,686-98.1% | $13,392-98.9% |