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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 | $11,524 | $88,754-87.0% | $81,820-85.9% | $145,877-92.1% |
| Participation rate | 76.2% | 75.1%+1.1pp | 72.4%+3.8pp | 80.3%-4.1pp |
| Annual return | 11.32% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,078 | $3,085-32.6% | $2,915-28.7% | $4,663-55.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $295 | $8,424-96.5% | $7,391-96.0% | $13,402-97.8% |