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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 | $32,525 | $169,356-80.8% | $129,406-74.9% | $145,897-77.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.48% | 14418.62%-14404.1pp | 9468.18%-9453.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,550 | $4,987-8.8% | $4,167+9.2% | $6,689-32.0% |
| Admin fee / account holder | $130 | $9,915-98.7% | $7,689-98.3% | $13,390-99.0% |