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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 | $42,268 | $169,336-75.0% | $129,384-67.3% | $145,884-71.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.92% | 14408.70%-14389.8pp | 9461.77%-9442.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $667 | $5,540-88.0% | $4,153-84.0% | $4,662-85.7% |
| Participant deferral / active EE | $11,592 | $4,985+132.5% | $4,166+178.3% | $6,690+73.3% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |