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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 | $48,754 | $169,237-71.2% | $129,339-62.3% | $145,978-66.6% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 14.49% | 14364.43%-14349.9pp | 9437.05%-9422.6pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,387 | $5,540-75.0% | $4,154-66.6% | $4,662-70.2% |
| Participant deferral / active EE | $4,912 | $4,991-1.6% | $4,170+17.8% | $6,690-26.6% |
| Admin fee / account holder | $5 | $9,882-99.9% | $7,668-99.9% | $13,400-100.0% |