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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 | $9,458 | $109,863-91.4% | $98,477-90.4% | $167,518-94.4% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 38.86% | 1958.09%-1919.2pp | 1493.59%-1454.7pp | 478.71%-439.8pp |
| Employer contribution / active EE | $1,528 | $3,225-52.6% | $2,961-48.4% | $4,838-68.4% |
| Participant deferral / active EE | $5,699 | $4,673+21.9% | $4,276+33.3% | $6,342-10.1% |
| Admin fee / account holder | $253 | $6,755-96.3% | $5,951-95.8% | $12,312-97.9% |