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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 | $49,304 | $169,356-70.9% | $129,406-61.9% | $145,897-66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.63% | 14418.62%-14410.0pp | 9468.18%-9459.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $12,990 | $5,542+134.4% | $4,155+212.6% | $4,663+178.6% |
| Participant deferral / active EE | $13,512 | $4,987+171.0% | $4,167+224.2% | $6,689+102.0% |
| Admin fee / account holder | $148 | $9,915-98.5% | $7,689-98.1% | $13,390-98.9% |