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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 | $28,972 | $169,356-82.9% | $129,406-77.6% | $145,897-80.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 13.21% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,442 | $5,542-74.0% | $4,155-65.3% | $4,663-69.1% |
| Participant deferral / active EE | $3,494 | $4,987-29.9% | $4,167-16.2% | $6,689-47.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |