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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 | $30,541 | $138,102-77.9% | $125,381-75.6% | $134,532-77.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | 1.57% | 750.73%-749.2pp | 572.31%-570.7pp | 418.27%-416.7pp |
| Employer contribution / active EE | $1,962 | $5,245-62.6% | $4,815-59.3% | $4,741-58.6% |
| Participant deferral / active EE | $2,720 | $7,801-65.1% | $7,448-63.5% | $6,401-57.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |