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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 | $4,396 | $76,608-94.3% | $56,077-92.2% | $145,877-97.0% |
| Participation rate | 73.7% | 63.2%+10.4pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | 16.39% | 3009.59%-2993.2pp | 1709.28%-1692.9pp | 551.28%-534.9pp |
| Employer contribution / active EE | $701 | $1,382-49.3% | $1,040-32.6% | $4,663-85.0% |
| Participant deferral / active EE | $764 | $2,624-70.9% | $1,954-60.9% | $6,691-88.6% |
| Admin fee / account holder | $86 | $3,325-97.4% | $2,825-96.9% | $13,402-99.4% |