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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 | $90,614-32.4% | $76,089-19.6% | $145,877-58.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 13.25% | 623.80%-610.6pp | 360.94%-347.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $835 | $3,324-74.9% | $2,690-69.0% | $4,663-82.1% |
| Participant deferral / active EE | $2,330 | $5,168-54.9% | $4,259-45.3% | $6,691-65.2% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |