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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 | $16,253 | $169,237-90.4% | $129,339-87.4% | $145,978-88.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.02% | 14364.43%-14345.4pp | 9437.05%-9418.0pp | 550.52%-531.5pp |
| Employer contribution / active EE | $3,136 | $5,540-43.4% | $4,154-24.5% | $4,662-32.7% |
| Participant deferral / active EE | $3,826 | $4,991-23.3% | $4,170-8.2% | $6,690-42.8% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |