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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 | $48,280 | $169,361-71.5% | $129,397-62.7% | $145,877-66.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.84% | 14395.54%-14378.7pp | 9453.98%-9437.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,339 | $5,542-75.8% | $4,154-67.8% | $4,663-71.3% |
| Participant deferral / active EE | $18,506 | $4,987+271.0% | $4,167+344.1% | $6,691+176.6% |
| Admin fee / account holder | $158 | $9,903-98.4% | $7,679-97.9% | $13,402-98.8% |