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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 | $36,920 | $169,356-78.2% | $129,406-71.5% | $145,897-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.85% | 14418.62%-14406.8pp | 9468.18%-9456.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,990 | $5,542-28.0% | $4,155-4.0% | $4,663-14.4% |
| Participant deferral / active EE | $4,845 | $4,987-2.8% | $4,167+16.3% | $6,689-27.6% |
| Admin fee / account holder | $203 | $9,915-98.0% | $7,689-97.4% | $13,390-98.5% |