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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 | $10,867 | $169,361-93.6% | $129,397-91.6% | $145,877-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 14395.54%-14386.2pp | 9453.98%-9444.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $5,950 | $5,542+7.4% | $4,154+43.2% | $4,663+27.6% |
| Participant deferral / active EE | $6,116 | $4,987+22.6% | $4,167+46.8% | $6,691-8.6% |
| Admin fee / account holder | $183 | $9,903-98.1% | $7,679-97.6% | $13,402-98.6% |