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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 | $169,356-84.9% | $129,406-80.3% | $145,897-82.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.04% | 14418.62%-14405.6pp | 9468.18%-9455.1pp | 552.29%-539.3pp |
| Employer contribution / active EE | $6,758 | $5,542+21.9% | $4,155+62.6% | $4,663+44.9% |
| Participant deferral / active EE | $9,974 | $4,987+100.0% | $4,167+139.3% | $6,689+49.1% |
| Admin fee / account holder | $55 | $9,915-99.4% | $7,689-99.3% | $13,390-99.6% |