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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 | $22,557 | $88,778-74.6% | $81,844-72.4% | $145,884-84.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 16.76% | 1033.03%-1016.3pp | 778.87%-762.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,539 | $3,087-50.2% | $2,916-47.2% | $4,662-67.0% |
| Participant deferral / active EE | $4,077 | $4,648-12.3% | $4,323-5.7% | $6,690-39.1% |
| Admin fee / account holder | $46 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |