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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 | $39,594 | $70,366-43.7% | $66,674-40.6% | $138,895-71.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 18.72% | 386.41%-367.7pp | 321.24%-302.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,678 | $2,765-39.3% | $2,620-36.0% | $4,194-60.0% |
| Participant deferral / active EE | $3,007 | $4,374-31.3% | $4,084-26.4% | $6,396-53.0% |
| Admin fee / account holder | $5 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |