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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 | $53,690 | $88,702-39.5% | $81,780-34.3% | $145,978-63.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.25% | 1029.12%-1015.9pp | 776.27%-763.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,477 | $3,084-52.1% | $2,914-49.3% | $4,662-68.3% |
| Participant deferral / active EE | $2,090 | $4,645-55.0% | $4,321-51.6% | $6,690-68.8% |
| Admin fee / account holder | $30 | $8,414-99.6% | $7,384-99.6% | $13,400-99.8% |