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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 | $25,545 | $169,161-84.9% | $129,295-80.2% | $145,959-82.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.04% | 14348.07%-14335.0pp | 9429.28%-9416.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $6,758 | $5,543+21.9% | $4,157+62.6% | $4,661+45.0% |
| Participant deferral / active EE | $9,974 | $4,989+99.9% | $4,169+139.2% | $6,689+49.1% |
| Admin fee / account holder | $55 | $9,878-99.4% | $7,665-99.3% | $13,398-99.6% |