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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 | $39,917 | $121,656-67.2% | $104,614-61.8% | $158,950-74.9% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 5.90% | 465.51%-459.6pp | 340.56%-334.7pp | 302.91%-297.0pp |
| Employer contribution / active EE | $1,327 | $3,164-58.1% | $2,681-50.5% | $4,762-72.1% |
| Participant deferral / active EE | $3,458 | $4,177-17.2% | $3,739-7.5% | $5,983-42.2% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |