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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 | $22,818 | $88,778-74.3% | $81,844-72.1% | $145,884-84.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 33.12% | 1033.03%-999.9pp | 778.87%-745.8pp | 551.85%-518.7pp |
| Employer contribution / active EE | $1,509 | $3,087-51.1% | $2,916-48.3% | $4,662-67.6% |
| Participant deferral / active EE | $2,444 | $4,648-47.4% | $4,323-43.5% | $6,690-63.5% |
| Admin fee / account holder | $163 | $8,430-98.1% | $7,355-97.8% | $13,392-98.8% |