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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 | $31,906 | $88,778-64.1% | $81,844-61.0% | $145,884-78.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 12.07% | 1033.03%-1021.0pp | 778.87%-766.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,720 | $3,087-11.9% | $2,916-6.7% | $4,662-41.7% |
| Participant deferral / active EE | $10,294 | $4,648+121.5% | $4,323+138.1% | $6,690+53.9% |
| Admin fee / account holder | $137 | $8,430-98.4% | $7,355-98.1% | $13,392-99.0% |