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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 | $59,424 | $99,011-40.0% | $86,582-31.4% | $147,586-59.7% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 13.66% | 1312.75%-1299.1pp | 965.08%-951.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,333 | $3,132-25.5% | $2,839-17.8% | $4,876-52.1% |
| Participant deferral / active EE | $6,565 | $3,972+65.3% | $3,609+81.9% | $5,439+20.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |