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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 | $169,161-71.5% | $129,295-62.7% | $145,959-66.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.84% | 14348.07%-14331.2pp | 9429.28%-9412.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,339 | $5,543-75.8% | $4,157-67.8% | $4,661-71.3% |
| Participant deferral / active EE | $18,506 | $4,989+270.9% | $4,169+343.9% | $6,689+176.7% |
| Admin fee / account holder | $158 | $9,878-98.4% | $7,665-97.9% | $13,398-98.8% |