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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 | $169,361-81.3% | $129,397-75.5% | $145,877-78.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.99% | 14395.54%-14377.6pp | 9453.98%-9436.0pp | 551.28%-533.3pp |
| Employer contribution / active EE | $1,672 | $5,542-69.8% | $4,154-59.7% | $4,663-64.1% |
| Participant deferral / active EE | $6,558 | $4,987+31.5% | $4,167+57.4% | $6,691-2.0% |
| Admin fee / account holder | $119 | $9,903-98.8% | $7,679-98.4% | $13,402-99.1% |