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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 | $41,338 | $88,778-53.4% | $81,844-49.5% | $145,884-71.7% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 13.57% | 1033.03%-1019.5pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,206 | $3,087-28.5% | $2,916-24.4% | $4,662-52.7% |
| Participant deferral / active EE | $17,665 | $4,648+280.0% | $4,323+308.6% | $6,690+164.1% |
| Admin fee / account holder | $187 | $8,430-97.8% | $7,355-97.5% | $13,392-98.6% |