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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 | $30,676 | $129,737-76.4% | $119,126-74.2% | $154,746-80.2% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 14.90% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,068 | $4,375-52.7% | $4,034-48.7% | $4,379-52.8% |
| Participant deferral / active EE | $2,885 | $5,842-50.6% | $5,318-45.8% | $6,730-57.1% |
| Admin fee / account holder | $110 | $11,961-99.1% | $10,693-99.0% | $14,365-99.2% |