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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 | $61,060 | $169,361-63.9% | $129,397-52.8% | $145,877-58.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.33% | 14395.54%-14387.2pp | 9453.98%-9445.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $4,126 | $5,542-25.5% | $4,154-0.7% | $4,663-11.5% |
| Participant deferral / active EE | $4,382 | $4,987-12.1% | $4,167+5.1% | $6,691-34.5% |
| Admin fee / account holder | $97 | $9,903-99.0% | $7,679-98.7% | $13,402-99.3% |