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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 | $46,552 | $72,426-35.7% | $67,560-31.1% | $145,897-68.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.88% | 7226.78%-7212.9pp | 3533.50%-3519.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,234 | $3,074-59.9% | $2,737-54.9% | $4,663-73.5% |
| Participant deferral / active EE | $3,492 | $4,785-27.0% | $4,004-12.8% | $6,689-47.8% |
| Admin fee / account holder | $231 | $5,514-95.8% | $3,994-94.2% | $13,390-98.3% |