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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 | $26,260 | $88,754-70.4% | $81,820-67.9% | $145,877-82.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 22.50% | 1031.77%-1009.3pp | 777.93%-755.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,755 | $3,085-43.1% | $2,915-39.8% | $4,663-62.4% |
| Participant deferral / active EE | $3,658 | $4,648-21.3% | $4,323-15.4% | $6,691-45.3% |
| Admin fee / account holder | $137 | $8,424-98.4% | $7,391-98.1% | $13,402-99.0% |