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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 | $12,905 | $109,344-88.2% | $89,400-85.6% | $158,950-91.9% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 6.11% | 345.73%-339.6pp | 245.64%-239.5pp | 302.91%-296.8pp |
| Employer contribution / active EE | $2,069 | $3,170-34.7% | $2,586-20.0% | $4,762-56.5% |
| Participant deferral / active EE | $4,361 | $4,599-5.2% | $3,890+12.1% | $5,983-27.1% |
| Admin fee / account holder | $45 | $6,154-99.3% | $4,882-99.1% | $11,248-99.6% |