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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 | $67,820 | $169,336-59.9% | $129,384-47.6% | $145,884-53.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.04% | 14408.70%-14393.7pp | 9461.77%-9446.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,044 | $5,540-63.1% | $4,153-50.8% | $4,662-56.2% |
| Participant deferral / active EE | $5,092 | $4,985+2.1% | $4,166+22.2% | $6,690-23.9% |
| Admin fee / account holder | $18 | $9,912-99.8% | $7,686-99.8% | $13,392-99.9% |