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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 | $29,910 | $169,336-82.3% | $129,384-76.9% | $145,884-79.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.58% | 14408.70%-14388.1pp | 9461.77%-9441.2pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,559 | $5,540-71.9% | $4,153-62.5% | $4,662-66.6% |
| Participant deferral / active EE | $4,088 | $4,985-18.0% | $4,166-1.9% | $6,690-38.9% |
| Admin fee / account holder | $294 | $9,912-97.0% | $7,686-96.2% | $13,392-97.8% |