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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 | $47,536 | $180,459-73.7% | $154,108-69.2% | $135,380-64.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.65% | 888.21%-885.6pp | 735.21%-732.6pp | 519.81%-517.2pp |
| Employer contribution / active EE | $1,696 | $6,035-71.9% | $5,298-68.0% | $4,779-64.5% |
| Participant deferral / active EE | $3,751 | $5,806-35.4% | $5,081-26.2% | $5,609-33.1% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |