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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 | $37,580 | $109,872-65.8% | $98,483-61.8% | $167,536-77.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 15.12% | 1959.31%-1944.2pp | 1494.38%-1479.3pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,860 | $3,225-42.3% | $2,961-37.2% | $4,839-61.6% |
| Participant deferral / active EE | $1,953 | $4,673-58.2% | $4,276-54.3% | $6,342-69.2% |
| Admin fee / account holder | $63 | $6,757-99.1% | $5,953-98.9% | $12,315-99.5% |