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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 | $7,827 | $76,634-89.8% | $56,054-86.0% | $145,978-94.6% |
| Participation rate | 90.5% | 63.2%+27.2pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | 9.40% | 3004.33%-2994.9pp | 1705.95%-1696.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $694 | $1,380-49.7% | $1,039-33.2% | $4,662-85.1% |
| Participant deferral / active EE | $2,431 | $2,622-7.3% | $1,952+24.5% | $6,690-63.7% |
| Admin fee / account holder | $261 | $3,321-92.1% | $2,822-90.8% | $13,400-98.1% |