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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 | $22,980 | $88,710-74.1% | $81,783-71.9% | $145,959-84.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 12.15% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,835 | $3,083-8.1% | $2,913-2.7% | $4,661-39.2% |
| Participant deferral / active EE | $2,730 | $4,645-41.2% | $4,320-36.8% | $6,689-59.2% |
| Admin fee / account holder | $19 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |