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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 | $8,388 | $76,522-89.0% | $56,033-85.0% | $145,884-94.3% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 17.28% | 3014.28%-2997.0pp | 1711.38%-1694.1pp | 551.85%-534.6pp |
| Employer contribution / active EE | $1,191 | $1,382-13.8% | $1,041+14.4% | $4,662-74.5% |
| Participant deferral / active EE | $1,616 | $2,624-38.4% | $1,954-17.3% | $6,690-75.8% |
| Admin fee / account holder | $74 | $3,328-97.8% | $2,827-97.4% | $13,392-99.5% |