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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 | $33,173 | $169,336-80.4% | $129,384-74.4% | $145,884-77.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.88% | 14408.70%-14394.8pp | 9461.77%-9447.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,864 | $5,540-30.3% | $4,153-7.0% | $4,662-17.1% |
| Participant deferral / active EE | $13,188 | $4,985+164.6% | $4,166+216.6% | $6,690+97.1% |
| Admin fee / account holder | $243 | $9,912-97.5% | $7,686-96.8% | $13,392-98.2% |