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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 | $45,033 | $88,815-49.3% | $81,882-45.0% | $145,897-69.1% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 14.16% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,005 | $3,086-35.0% | $2,916-31.2% | $4,663-57.0% |
| Participant deferral / active EE | $2,834 | $4,647-39.0% | $4,323-34.4% | $6,689-57.6% |
| Admin fee / account holder | $22 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |