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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 | $10,271 | $169,161-93.9% | $129,295-92.1% | $145,959-93.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.23% | 14348.07%-14324.8pp | 9429.28%-9406.1pp | 561.95%-538.7pp |
| Employer contribution / active EE | $2,956 | $5,543-46.7% | $4,157-28.9% | $4,661-36.6% |
| Participant deferral / active EE | $3,816 | $4,989-23.5% | $4,169-8.5% | $6,689-42.9% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |