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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 | $49,217 | $88,702-44.5% | $81,780-39.8% | $145,978-66.3% |
| Participation rate | 73.7% | 75.0%-1.4pp | 72.4%+1.3pp | 80.3%-6.6pp |
| Annual return | 11.41% | 1029.12%-1017.7pp | 776.27%-764.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,227 | $3,084-60.2% | $2,914-57.9% | $4,662-73.7% |
| Participant deferral / active EE | $2,759 | $4,645-40.6% | $4,321-36.1% | $6,690-58.8% |
| Admin fee / account holder | $83 | $8,414-99.0% | $7,384-98.9% | $13,400-99.4% |