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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 | $33,873 | $169,356-80.0% | $129,406-73.8% | $145,897-76.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 15.98% | 14418.62%-14402.6pp | 9468.18%-9452.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $799 | $5,542-85.6% | $4,155-80.8% | $4,663-82.9% |
| Participant deferral / active EE | $5,255 | $4,987+5.4% | $4,167+26.1% | $6,689-21.4% |
| Admin fee / account holder | $29 | $9,915-99.7% | $7,689-99.6% | $13,390-99.8% |