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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 | $18,748 | $72,446-74.1% | $67,561-72.2% | $145,877-87.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.16% | 7211.98%-7199.8pp | 3525.44%-3513.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,191 | $3,072-61.2% | $2,735-56.5% | $4,663-74.5% |
| Participant deferral / active EE | $3,719 | $4,785-22.3% | $4,003-7.1% | $6,691-44.4% |
| Admin fee / account holder | $81 | $5,541-98.5% | $4,006-98.0% | $13,402-99.4% |