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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 | $169,237-74.3% | $129,339-66.3% | $145,978-70.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.97% | 14364.43%-14351.5pp | 9437.05%-9424.1pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,131 | $4,991-17.2% | $4,170-0.9% | $6,690-38.2% |
| Admin fee / account holder | $179 | $9,882-98.2% | $7,668-97.7% | $13,400-98.7% |