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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 | $38,623 | $169,361-77.2% | $129,397-70.2% | $145,877-73.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.23% | 14395.54%-14383.3pp | 9453.98%-9441.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $9,789 | $5,542+76.7% | $4,154+135.6% | $4,663+109.9% |
| Participant deferral / active EE | $400 | $4,987-92.0% | $4,167-90.4% | $6,691-94.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |