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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 | $72,465-87.5% | $67,575-86.6% | $145,884-93.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 12.31% | 7222.56%-7210.2pp | 3528.98%-3516.7pp | 551.85%-539.5pp |
| Employer contribution / active EE | $395 | $3,074-87.2% | $2,736-85.6% | $4,662-91.5% |
| Participant deferral / active EE | $1,596 | $4,786-66.6% | $4,003-60.1% | $6,690-76.1% |
| Admin fee / account holder | $9 | $5,515-99.8% | $3,993-99.8% | $13,392-99.9% |