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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 | $50,430 | $169,361-70.2% | $129,397-61.0% | $145,877-65.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.72% | 14395.54%-14373.8pp | 9453.98%-9432.3pp | 551.28%-529.6pp |
| Employer contribution / active EE | $803 | $5,542-85.5% | $4,154-80.7% | $4,663-82.8% |
| Participant deferral / active EE | $3,458 | $4,987-30.7% | $4,167-17.0% | $6,691-48.3% |
| Admin fee / account holder | $3 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |