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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 | $16,746 | $70,366-76.2% | $66,674-74.9% | $138,895-87.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 16.74% | 386.41%-369.7pp | 321.24%-304.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,305 | $2,765-52.8% | $2,620-50.2% | $4,194-68.9% |
| Participant deferral / active EE | $2,546 | $4,374-41.8% | $4,084-37.7% | $6,396-60.2% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |