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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 | $88,702-57.4% | $81,780-53.8% | $145,978-74.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 13.89% | 1029.12%-1015.2pp | 776.27%-762.4pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,948 | $3,084-4.4% | $2,914+1.2% | $4,662-36.8% |
| Participant deferral / active EE | $3,175 | $4,645-31.6% | $4,321-26.5% | $6,690-52.5% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |