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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 | $37,812 | $88,754-57.4% | $81,820-53.8% | $145,877-74.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 13.89% | 1031.77%-1017.9pp | 777.93%-764.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,948 | $3,085-4.4% | $2,915+1.1% | $4,663-36.8% |
| Participant deferral / active EE | $3,175 | $4,648-31.7% | $4,323-26.5% | $6,691-52.5% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |