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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 | $8,630 | $81,763-89.4% | $58,561-85.3% | $139,466-93.8% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.0pp | 80.3%+10.6pp |
| Annual return | 21.87% | 7427.77%-7405.9pp | 4251.33%-4229.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $874 | $1,398-37.5% | $1,053-17.0% | $4,754-81.6% |
| Participant deferral / active EE | $3,960 | $2,555+55.0% | $1,923+105.9% | $6,712-41.0% |
| Admin fee / account holder | $18 | $3,273-99.5% | $2,520-99.3% | $11,409-99.8% |