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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 | $44,930 | $124,175-63.8% | $108,405-58.6% | $167,536-73.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 14.59% | 1380.13%-1365.5pp | 905.55%-891.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,516 | $4,188-39.9% | $3,559-29.3% | $4,839-48.0% |
| Participant deferral / active EE | $4,227 | $6,908-38.8% | $6,563-35.6% | $6,342-33.4% |
| Admin fee / account holder | $53 | $9,457-99.4% | $7,297-99.3% | $12,315-99.6% |