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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 | $9,057 | $72,446-87.5% | $67,561-86.6% | $145,877-93.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 12.31% | 7211.98%-7199.7pp | 3525.44%-3513.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $395 | $3,072-87.1% | $2,735-85.6% | $4,663-91.5% |
| Participant deferral / active EE | $1,596 | $4,785-66.6% | $4,003-60.1% | $6,691-76.1% |
| Admin fee / account holder | $9 | $5,541-99.8% | $4,006-99.8% | $13,402-99.9% |