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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 | $42,881 | $176,077-75.6% | $159,455-73.1% | $167,518-74.4% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 14.14% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $1,380 | $5,298-74.0% | $4,830-71.4% | $4,838-71.5% |
| Participant deferral / active EE | $2,767 | $7,751-64.3% | $7,353-62.4% | $6,342-56.4% |
| Admin fee / account holder | $42 | $12,556-99.7% | $10,800-99.6% | $12,312-99.7% |