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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 | $31,658 | $169,356-81.3% | $129,406-75.5% | $145,897-78.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.99% | 14418.62%-14400.6pp | 9468.18%-9450.2pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,672 | $5,542-69.8% | $4,155-59.8% | $4,663-64.1% |
| Participant deferral / active EE | $6,558 | $4,987+31.5% | $4,167+57.4% | $6,689-2.0% |
| Admin fee / account holder | $119 | $9,915-98.8% | $7,689-98.4% | $13,390-99.1% |