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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 | $4,839 | $88,754-94.5% | $81,820-94.1% | $145,877-96.7% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 13.15% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,294 | $3,085-58.1% | $2,915-55.6% | $4,663-72.3% |
| Participant deferral / active EE | $977 | $4,648-79.0% | $4,323-77.4% | $6,691-85.4% |
| Admin fee / account holder | $56 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |