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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 | $31,934 | $88,778-64.0% | $81,844-61.0% | $145,884-78.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 16.02% | 1033.03%-1017.0pp | 778.87%-762.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,740 | $3,087-11.3% | $2,916-6.1% | $4,662-41.2% |
| Participant deferral / active EE | $3,504 | $4,648-24.6% | $4,323-18.9% | $6,690-47.6% |
| Admin fee / account holder | $178 | $8,430-97.9% | $7,355-97.6% | $13,392-98.7% |