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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 | $15,478 | $100,911-84.7% | $90,440-82.9% | $158,966-90.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 13.33% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.6pp |
| Employer contribution / active EE | $980 | $3,690-73.4% | $3,263-70.0% | $4,762-79.4% |
| Participant deferral / active EE | $3,439 | $4,348-20.9% | $3,964-13.2% | $5,983-42.5% |
| Admin fee / account holder | $52 | $6,507-99.2% | $5,615-99.1% | $11,250-99.5% |