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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 | $3,665 | $88,754-95.9% | $81,820-95.5% | $145,877-97.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 29.09% | 1031.77%-1002.7pp | 777.93%-748.8pp | 551.28%-522.2pp |
| Employer contribution / active EE | $1,210 | $3,085-60.8% | $2,915-58.5% | $4,663-74.0% |
| Participant deferral / active EE | $1,623 | $4,648-65.1% | $4,323-62.5% | $6,691-75.7% |
| Admin fee / account holder | $37 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |