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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 | $3,918 | $76,634-94.9% | $56,054-93.0% | $145,978-97.3% |
| Participation rate | 86.7% | 63.2%+23.4pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 12.65% | 3004.33%-2991.7pp | 1705.95%-1693.3pp | 550.52%-537.9pp |
| Employer contribution / active EE | $996 | $1,380-27.9% | $1,039-4.2% | $4,662-78.6% |
| Participant deferral / active EE | $996 | $2,622-62.0% | $1,952-49.0% | $6,690-85.1% |
| Admin fee / account holder | $220 | $3,321-93.4% | $2,822-92.2% | $13,400-98.4% |