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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 | $42,157 | $100,938-58.2% | $90,461-53.4% | $158,982-73.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 16.72% | 1727.20%-1710.5pp | 1294.76%-1278.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $972 | $3,691-73.7% | $3,264-70.2% | $4,763-79.6% |
| Participant deferral / active EE | $4,231 | $4,350-2.7% | $3,964+6.7% | $5,983-29.3% |
| Admin fee / account holder | $148 | $6,510-97.7% | $5,617-97.4% | $11,252-98.7% |