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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 | $32,402 | $169,336-80.9% | $129,384-75.0% | $145,884-77.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.50% | 14408.70%-14392.2pp | 9461.77%-9445.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,307 | $5,540-58.4% | $4,153-44.5% | $4,662-50.5% |
| Participant deferral / active EE | $4,673 | $4,985-6.3% | $4,166+12.2% | $6,690-30.1% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |