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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 | $21,113 | $88,710-76.2% | $81,783-74.2% | $145,959-85.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.07% | 1027.26%-1015.2pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,850 | $3,083-40.0% | $2,913-36.5% | $4,661-60.3% |
| Participant deferral / active EE | $3,914 | $4,645-15.7% | $4,320-9.4% | $6,689-41.5% |
| Admin fee / account holder | $123 | $8,407-98.5% | $7,380-98.3% | $13,398-99.1% |