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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 | $51,865 | $169,336-69.4% | $129,384-59.9% | $145,884-64.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 16.31% | 14408.70%-14392.4pp | 9461.77%-9445.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $4,869 | $5,540-12.1% | $4,153+17.2% | $4,662+4.4% |
| Participant deferral / active EE | $15,961 | $4,985+220.2% | $4,166+283.2% | $6,690+138.6% |
| Admin fee / account holder | $171 | $9,912-98.3% | $7,686-97.8% | $13,392-98.7% |