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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 | $17,608 | $102,635-82.8% | $86,209-79.6% | $139,456-87.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 35.47% | 1923.53%-1888.1pp | 1169.05%-1133.6pp | 373.45%-338.0pp |
| Employer contribution / active EE | $857 | $3,034-71.8% | $2,381-64.0% | $4,753-82.0% |
| Participant deferral / active EE | $6,476 | $4,677+38.5% | $3,986+62.5% | $6,711-3.5% |
| Admin fee / account holder | $278 | $8,661-96.8% | $6,853-95.9% | $11,407-97.6% |