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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 | $17,599 | $169,336-89.6% | $129,384-86.4% | $145,884-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.55% | 14408.70%-14396.2pp | 9461.77%-9449.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,282 | $5,540-40.8% | $4,153-21.0% | $4,662-29.6% |
| Participant deferral / active EE | $2,570 | $4,985-48.5% | $4,166-38.3% | $6,690-61.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |