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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 | $28,721 | $56,197-48.9% | $67,652-57.5% | $59,633-51.8% |
| Participation rate | 75.0% | 71.5%+3.5pp | 75.7%-0.7pp | 68.7%+6.3pp |
| Annual return | 3.84% | 18508.10%-18504.3pp | 6625.40%-6621.6pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $1,846 | $1,615+14.3% | $2,266-18.5% | $2,203-16.2% |
| Participant deferral / active EE | $1,588 | $2,844-44.2% | $3,560-55.4% | $3,192-50.3% |
| Admin fee / account holder | $45 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |