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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 | $15,780 | $108,685-85.5% | $74,719-78.9% | $152,885-89.7% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 33.23% | 114.09%-80.9pp | 753.05%-719.8pp | 345.39%-312.2pp |
| Employer contribution / active EE | $898 | $1,504-40.3% | $1,084-17.2% | $4,763-81.2% |
| Participant deferral / active EE | $3,305 | $2,712+21.9% | $1,963+68.3% | $5,851-43.5% |
| Admin fee / account holder | $214 | $4,905-95.6% | $3,334-93.6% | $11,598-98.2% |