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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 | $169,356-75.4% | $129,406-67.8% | $145,897-71.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 14418.62%-14409.5pp | 9468.18%-9459.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $5,018 | $5,542-9.5% | $4,155+20.8% | $4,663+7.6% |
| Participant deferral / active EE | $3,157 | $4,987-36.7% | $4,167-24.3% | $6,689-52.8% |
| Admin fee / account holder | $249 | $9,915-97.5% | $7,689-96.8% | $13,390-98.1% |