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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 | $23,871 | $56,200-57.5% | $67,653-64.7% | $59,633-60.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 5.55% | 18506.71%-18501.2pp | 6625.22%-6619.7pp | 2041.40%-2035.8pp |
| Employer contribution / active EE | $3,107 | $1,615+92.4% | $2,266+37.1% | $2,203+41.0% |
| Participant deferral / active EE | $3,475 | $2,843+22.2% | $3,560-2.4% | $3,192+8.9% |
| Admin fee / account holder | $248 | $3,959-93.7% | $4,821-94.9% | $4,297-94.2% |