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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 | $61,212 | $90,691-32.5% | $76,119-19.6% | $145,884-58.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 13.25% | 624.52%-611.3pp | 361.25%-348.0pp | 551.85%-538.6pp |
| Employer contribution / active EE | $835 | $3,329-74.9% | $2,693-69.0% | $4,662-82.1% |
| Participant deferral / active EE | $2,330 | $5,167-54.9% | $4,259-45.3% | $6,690-65.2% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |