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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 | $52,707 | $150,442-65.0% | $136,295-61.3% | $147,585-64.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.49% | 1049.09%-1036.6pp | 5155.97%-5143.5pp | 578.56%-566.1pp |
| Employer contribution / active EE | $996 | $5,256-81.1% | $4,695-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $4,693 | $6,630-29.2% | $6,247-24.9% | $5,439-13.7% |
| Admin fee / account holder | $53 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |