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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 | $50,366 | $76,368-34.0% | $67,681-25.6% | $154,746-67.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.30% | 1066.77%-1054.5pp | 590.58%-578.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,259 | $3,151-60.1% | $2,678-53.0% | $4,379-71.3% |
| Participant deferral / active EE | $5,627 | $4,824+16.7% | $3,976+41.5% | $6,730-16.4% |
| Admin fee / account holder | $44 | $8,559-99.5% | $6,100-99.3% | $14,365-99.7% |