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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 | $76,076 | $169,237-55.0% | $129,339-41.2% | $145,978-47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.29% | 14364.43%-14352.1pp | 9437.05%-9424.8pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,762 | $5,540-68.2% | $4,154-57.6% | $4,662-62.2% |
| Participant deferral / active EE | $5,721 | $4,991+14.6% | $4,170+37.2% | $6,690-14.5% |
| Admin fee / account holder | $3 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |