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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 | $33,212 | $72,071-53.9% | $68,368-51.4% | $137,256-75.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 25.59% | 353.14%-327.6pp | 292.57%-267.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,094 | $2,788-24.9% | $2,649-21.0% | $4,156-49.6% |
| Participant deferral / active EE | $3,779 | $4,410-14.3% | $4,123-8.3% | $6,407-41.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |