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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 | $40,836 | $90,606-54.9% | $79,466-48.6% | $135,379-69.8% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 0.71% | 977.69%-977.0pp | 718.28%-717.6pp | 519.79%-519.1pp |
| Employer contribution / active EE | $2,307 | $3,068-24.8% | $2,800-17.6% | $4,779-51.7% |
| Participant deferral / active EE | $4,452 | $4,050+9.9% | $3,704+20.2% | $5,609-20.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |