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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 | $169,336-70.9% | $129,384-61.9% | $145,884-66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.63% | 14408.70%-14400.1pp | 9461.77%-9453.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $12,990 | $5,540+134.5% | $4,153+212.8% | $4,662+178.6% |
| Participant deferral / active EE | $13,512 | $4,985+171.0% | $4,166+224.4% | $6,690+102.0% |
| Admin fee / account holder | $148 | $9,912-98.5% | $7,686-98.1% | $13,392-98.9% |