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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 | $54,868 | $88,778-38.2% | $81,844-33.0% | $145,884-62.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.29% | 1033.03%-1017.7pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,307 | $3,087-25.3% | $2,916-20.9% | $4,662-50.5% |
| Participant deferral / active EE | $7,523 | $4,648+61.8% | $4,323+74.0% | $6,690+12.5% |
| Admin fee / account holder | $181 | $8,430-97.9% | $7,355-97.5% | $13,392-98.7% |