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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 | $41,691 | $169,361-75.4% | $129,397-67.8% | $145,877-71.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 14395.54%-14386.4pp | 9453.98%-9444.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $5,018 | $5,542-9.5% | $4,154+20.8% | $4,663+7.6% |
| Participant deferral / active EE | $3,157 | $4,987-36.7% | $4,167-24.3% | $6,691-52.8% |
| Admin fee / account holder | $249 | $9,903-97.5% | $7,679-96.8% | $13,402-98.1% |