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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 | $64,115 | $99,011-35.2% | $86,582-25.9% | $147,586-56.6% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 17.71% | 1312.75%-1295.0pp | 965.08%-947.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,069 | $3,132-65.9% | $2,839-62.3% | $4,876-78.1% |
| Participant deferral / active EE | $1,244 | $3,972-68.7% | $3,609-65.5% | $5,439-77.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |