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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 | $33,539 | $96,361-65.2% | $80,607-58.4% | $139,456-76.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 21.38% | 1350.95%-1329.6pp | 936.11%-914.7pp | 373.45%-352.1pp |
| Employer contribution / active EE | $1,173 | $3,262-64.0% | $2,724-56.9% | $4,753-75.3% |
| Participant deferral / active EE | $2,719 | $5,232-48.0% | $4,448-38.9% | $6,711-59.5% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |