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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 | $141,928 | $90,320+57.1% | $59,496+138.6% | $125,389+13.2% |
| Participation rate | 72.7% | 68.3%+4.4pp | 54.6%+18.2pp | 83.2%-10.5pp |
| Annual return | 0.19% | 369.13%-368.9pp | 182.05%-181.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,441 | $1,792-19.6% | $1,153+25.0% | $4,866-70.4% |
| Participant deferral / active EE | $3,858 | $2,716+42.1% | $1,829+110.9% | $5,352-27.9% |
| Admin fee / account holder | $7 | $3,063-99.8% | $2,232-99.7% | $9,541-99.9% |