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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 | $20,930 | $169,336-87.6% | $129,384-83.8% | $145,884-85.7% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.6%+23.7pp | 80.3%+13.0pp |
| Annual return | 12.95% | 14408.70%-14395.8pp | 9461.77%-9448.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,567 | $5,540-35.6% | $4,153-14.1% | $4,662-23.5% |
| Participant deferral / active EE | $5,604 | $4,985+12.4% | $4,166+34.5% | $6,690-16.2% |
| Admin fee / account holder | $178 | $9,912-98.2% | $7,686-97.7% | $13,392-98.7% |