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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 | $93,281 | $169,336-44.9% | $129,384-27.9% | $145,884-36.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.59% | 14408.70%-14393.1pp | 9461.77%-9446.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,168 | $5,540-24.8% | $4,153+0.4% | $4,662-10.6% |
| Participant deferral / active EE | $2,598 | $4,985-47.9% | $4,166-37.6% | $6,690-61.2% |
| Admin fee / account holder | $283 | $9,912-97.1% | $7,686-96.3% | $13,392-97.9% |