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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 | $72,446-35.7% | $67,561-31.1% | $145,877-68.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.88% | 7211.98%-7198.1pp | 3525.44%-3511.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,234 | $3,072-59.8% | $2,735-54.9% | $4,663-73.5% |
| Participant deferral / active EE | $3,492 | $4,785-27.0% | $4,003-12.8% | $6,691-47.8% |
| Admin fee / account holder | $231 | $5,541-95.8% | $4,006-94.2% | $13,402-98.3% |