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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 | $36,573 | $169,356-78.4% | $129,406-71.7% | $145,897-74.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 25.10% | 14418.62%-14393.5pp | 9468.18%-9443.1pp | 552.29%-527.2pp |
| Employer contribution / active EE | $815 | $5,542-85.3% | $4,155-80.4% | $4,663-82.5% |
| Participant deferral / active EE | $5,075 | $4,987+1.8% | $4,167+21.8% | $6,689-24.1% |
| Admin fee / account holder | $23 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |