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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 | $2,101 | $81,763-97.4% | $58,561-96.4% | $139,466-98.5% |
| Participation rate | 73.9% | 61.3%+12.6pp | 50.9%+23.0pp | 80.3%-6.4pp |
| Annual return | 14.21% | 7427.77%-7413.6pp | 4251.33%-4237.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $397 | $1,398-71.6% | $1,053-62.4% | $4,754-91.7% |
| Participant deferral / active EE | $630 | $2,555-75.3% | $1,923-67.2% | $6,712-90.6% |
| Admin fee / account holder | $152 | $3,273-95.4% | $2,520-94.0% | $11,409-98.7% |