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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 | $8,245 | $76,522-89.2% | $56,033-85.3% | $145,884-94.3% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 15.87% | 3014.28%-2998.4pp | 1711.38%-1695.5pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,093 | $1,382-20.9% | $1,041+5.0% | $4,662-76.5% |
| Participant deferral / active EE | $1,099 | $2,624-58.1% | $1,954-43.7% | $6,690-83.6% |
| Admin fee / account holder | $117 | $3,328-96.5% | $2,827-95.9% | $13,392-99.1% |