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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 | $43,545 | $169,336-74.3% | $129,384-66.3% | $145,884-70.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.97% | 14408.70%-14395.7pp | 9461.77%-9448.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,131 | $4,985-17.1% | $4,166-0.8% | $6,690-38.2% |
| Admin fee / account holder | $179 | $9,912-98.2% | $7,686-97.7% | $13,392-98.7% |