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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 | $45,217 | $100,938-55.2% | $90,461-50.0% | $158,982-71.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 10.79% | 1727.20%-1716.4pp | 1294.76%-1284.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $836 | $3,691-77.4% | $3,264-74.4% | $4,763-82.5% |
| Participant deferral / active EE | $1,176 | $4,350-73.0% | $3,964-70.3% | $5,983-80.4% |
| Admin fee / account holder | $135 | $6,510-97.9% | $5,617-97.6% | $11,252-98.8% |