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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 | $88,754-49.3% | $81,820-45.0% | $145,877-69.1% |
| Participation rate | 72.7% | 75.1%-2.4pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 14.16% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,005 | $3,085-35.0% | $2,915-31.2% | $4,663-57.0% |
| Participant deferral / active EE | $2,834 | $4,648-39.0% | $4,323-34.4% | $6,691-57.6% |
| Admin fee / account holder | $22 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |