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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 | $34,299 | $88,778-61.4% | $81,844-58.1% | $145,884-76.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 16.46% | 1033.03%-1016.6pp | 778.87%-762.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,567 | $3,087-49.2% | $2,916-46.3% | $4,662-66.4% |
| Participant deferral / active EE | $6,441 | $4,648+38.6% | $4,323+49.0% | $6,690-3.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |