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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 | $60,179 | $124,175-51.5% | $108,405-44.5% | $167,536-64.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 12.06% | 1380.13%-1368.1pp | 905.55%-893.5pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,573 | $4,188-62.4% | $3,559-55.8% | $4,839-67.5% |
| Participant deferral / active EE | $3,634 | $6,908-47.4% | $6,563-44.6% | $6,342-42.7% |
| Admin fee / account holder | $6 | $9,457-99.9% | $7,297-99.9% | $12,315-100.0% |