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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 | $6,277 | $110,093-94.3% | $97,295-93.5% | $145,897-95.7% |
| Participation rate | 72.2% | 75.9%-3.7pp | 72.7%-0.4pp | 80.3%-8.1pp |
| Annual return | 14.46% | 244.76%-230.3pp | 75.62%-61.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,000 | $3,077-67.5% | $2,723-63.3% | $4,663-78.5% |
| Participant deferral / active EE | $1,193 | $4,678-74.5% | $4,264-72.0% | $6,689-82.2% |
| Admin fee / account holder | $164 | $6,212-97.4% | $5,646-97.1% | $13,390-98.8% |