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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 | $61,759 | $124,175-50.3% | $108,405-43.0% | $167,553-63.1% |
| Participation rate | 86.7% | 82.3%+4.4pp | 80.1%+6.5pp | 82.1%+4.6pp |
| Annual return | 13.75% | 1380.13%-1366.4pp | 905.55%-891.8pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,349 | $4,188-67.8% | $3,559-62.1% | $4,840-72.1% |
| Participant deferral / active EE | $6,689 | $6,908-3.2% | $6,563+1.9% | $6,343+5.5% |
| Admin fee / account holder | $35 | $9,457-99.6% | $7,297-99.5% | $12,316-99.7% |