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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 | $30,472 | $169,356-82.0% | $129,406-76.5% | $145,897-79.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.79% | 14418.62%-14402.8pp | 9468.18%-9452.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,920 | $5,542-65.4% | $4,155-53.8% | $4,663-58.8% |
| Participant deferral / active EE | $5,246 | $4,987+5.2% | $4,167+25.9% | $6,689-21.6% |
| Admin fee / account holder | $38 | $9,915-99.6% | $7,689-99.5% | $13,390-99.7% |