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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 | $15,648 | $169,356-90.8% | $129,406-87.9% | $145,897-89.3% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 16.25% | 14418.62%-14402.4pp | 9468.18%-9451.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,177 | $5,542-78.8% | $4,155-71.7% | $4,663-74.8% |
| Participant deferral / active EE | $1,694 | $4,987-66.0% | $4,167-59.4% | $6,689-74.7% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |