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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 | $45,187 | $102,595-56.0% | $94,057-52.0% | $154,746-70.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.41% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,173 | $3,147-62.7% | $2,933-60.0% | $4,379-73.2% |
| Participant deferral / active EE | $2,159 | $5,118-57.8% | $4,709-54.2% | $6,730-67.9% |
| Admin fee / account holder | $222 | $7,736-97.1% | $7,244-96.9% | $14,365-98.5% |