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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 | $1,974 | $76,634-97.4% | $56,054-96.5% | $145,978-98.6% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 18.62% | 3004.33%-2985.7pp | 1705.95%-1687.3pp | 550.52%-531.9pp |
| Employer contribution / active EE | $464 | $1,380-66.4% | $1,039-55.4% | $4,662-90.1% |
| Participant deferral / active EE | $723 | $2,622-72.4% | $1,952-63.0% | $6,690-89.2% |
| Admin fee / account holder | $87 | $3,321-97.4% | $2,822-96.9% | $13,400-99.3% |