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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 | $46,016 | $96,388-52.3% | $80,627-42.9% | $139,466-67.0% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.07% | 1352.08%-1337.0pp | 936.76%-921.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $1,917 | $3,260-41.2% | $2,723-29.6% | $4,754-59.7% |
| Participant deferral / active EE | $2,329 | $5,224-55.4% | $4,443-47.6% | $6,712-65.3% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |