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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 | $65,779 | $88,778-25.9% | $81,844-19.6% | $145,884-54.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.44% | 1033.03%-1020.6pp | 778.87%-766.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,369 | $3,087-55.7% | $2,916-53.1% | $4,662-70.6% |
| Participant deferral / active EE | $1,300 | $4,648-72.0% | $4,323-69.9% | $6,690-80.6% |
| Admin fee / account holder | $152 | $8,430-98.2% | $7,355-97.9% | $13,392-98.9% |