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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 | $29,871 | $99,017-69.8% | $86,587-65.5% | $147,585-79.8% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 10.45% | 1312.37%-1301.9pp | 964.86%-954.4pp | 578.56%-568.1pp |
| Employer contribution / active EE | $217 | $3,132-93.1% | $2,839-92.3% | $4,876-95.5% |
| Participant deferral / active EE | $1,232 | $3,972-69.0% | $3,609-65.9% | $5,439-77.4% |
| Admin fee / account holder | $257 | $5,710-95.5% | $4,906-94.8% | $10,885-97.6% |