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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 | $59,668 | $169,161-64.7% | $129,295-53.9% | $145,959-59.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.81% | 14348.07%-14333.3pp | 9429.28%-9414.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,607 | $5,543-53.0% | $4,157-37.3% | $4,661-44.1% |
| Participant deferral / active EE | $6,637 | $4,989+33.0% | $4,169+59.2% | $6,689-0.8% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |