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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 | $4,799 | $81,763-94.1% | $58,561-91.8% | $139,466-96.6% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.6pp |
| Annual return | 21.40% | 7427.77%-7406.4pp | 4251.33%-4229.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,156 | $1,398-17.3% | $1,053+9.7% | $4,754-75.7% |
| Participant deferral / active EE | $1,326 | $2,555-48.1% | $1,923-31.0% | $6,712-80.2% |
| Admin fee / account holder | $175 | $3,273-94.7% | $2,520-93.1% | $11,409-98.5% |