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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 | $63,109 | $82,630-23.6% | $64,105-1.6% | $125,389-49.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | 0.51% | 1489.72%-1489.2pp | 791.24%-790.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,842 | $2,671-31.1% | $1,820+1.2% | $4,866-62.2% |
| Participant deferral / active EE | $6,000 | $3,608+66.3% | $2,822+112.6% | $5,352+12.1% |
| Admin fee / account holder | $18 | $6,382-99.7% | $4,499-99.6% | $9,541-99.8% |