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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 | $10,619 | $169,237-93.7% | $129,339-91.8% | $145,978-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.77% | 14364.43%-14353.7pp | 9437.05%-9426.3pp | 550.52%-539.7pp |
| Employer contribution / active EE | $200 | $5,540-96.4% | $4,154-95.2% | $4,662-95.7% |
| Participant deferral / active EE | $2,040 | $4,991-59.1% | $4,170-51.1% | $6,690-69.5% |
| Admin fee / account holder | $37 | $9,882-99.6% | $7,668-99.5% | $13,400-99.7% |