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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 | $33,792 | $99,031-65.9% | $86,597-61.0% | $147,585-77.1% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 19.74% | 1312.56%-1292.8pp | 964.96%-945.2pp | 578.57%-558.8pp |
| Employer contribution / active EE | $907 | $3,132-71.0% | $2,840-68.1% | $4,876-81.4% |
| Participant deferral / active EE | $2,123 | $3,972-46.5% | $3,609-41.2% | $5,439-61.0% |
| Admin fee / account holder | $6 | $5,711-99.9% | $4,906-99.9% | $10,885-99.9% |