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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 | $86,324 | $144,130-40.1% | $117,861-26.8% | $147,586-41.5% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 14.64% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,257 | $4,897-74.3% | $3,786-66.8% | $4,876-74.2% |
| Participant deferral / active EE | $3,967 | $5,316-25.4% | $4,482-11.5% | $5,439-27.1% |
| Admin fee / account holder | $6 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |