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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 | $10,180 | $169,336-94.0% | $129,384-92.1% | $145,884-93.0% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 24.06% | 14408.70%-14384.6pp | 9461.77%-9437.7pp | 551.85%-527.8pp |
| Employer contribution / active EE | $790 | $5,540-85.7% | $4,153-81.0% | $4,662-83.1% |
| Participant deferral / active EE | $3,253 | $4,985-34.7% | $4,166-21.9% | $6,690-51.4% |
| Admin fee / account holder | $142 | $9,912-98.6% | $7,686-98.2% | $13,392-98.9% |