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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 | $34,667 | $72,465-52.2% | $67,575-48.7% | $145,884-76.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.80% | 7222.56%-7209.8pp | 3528.98%-3516.2pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,154 | $3,074-62.4% | $2,736-57.8% | $4,662-75.2% |
| Participant deferral / active EE | $1,685 | $4,786-64.8% | $4,003-57.9% | $6,690-74.8% |
| Admin fee / account holder | $257 | $5,515-95.3% | $3,993-93.6% | $13,392-98.1% |