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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 | $10,668 | $169,336-93.7% | $129,384-91.8% | $145,884-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14408.70%-14397.5pp | 9461.77%-9450.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $653 | $5,540-88.2% | $4,153-84.3% | $4,662-86.0% |
| Participant deferral / active EE | $2,104 | $4,985-57.8% | $4,166-49.5% | $6,690-68.6% |
| Admin fee / account holder | $10 | $9,912-99.9% | $7,686-99.9% | $13,392-99.9% |