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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 | $35,515 | $100,895-64.8% | $90,430-60.7% | $158,950-77.7% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 10.48% | 1725.54%-1715.1pp | 1293.73%-1283.3pp | 302.91%-292.4pp |
| Employer contribution / active EE | $2,342 | $3,689-36.5% | $3,262-28.2% | $4,762-50.8% |
| Participant deferral / active EE | $5,943 | $4,347+36.7% | $3,963+50.0% | $5,983-0.7% |
| Admin fee / account holder | $25 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |