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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 | $76,608-89.1% | $56,077-85.0% | $145,877-94.3% |
| Participation rate | 77.8% | 63.2%+14.5pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 17.28% | 3009.59%-2992.3pp | 1709.28%-1692.0pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,191 | $1,382-13.8% | $1,040+14.5% | $4,663-74.5% |
| Participant deferral / active EE | $1,616 | $2,624-38.4% | $1,954-17.3% | $6,691-75.8% |
| Admin fee / account holder | $74 | $3,325-97.8% | $2,825-97.4% | $13,402-99.5% |