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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 | $19,233 | $76,519-74.9% | $56,025-65.7% | $145,897-86.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 16.46% | 3017.03%-3000.6pp | 1712.69%-1696.2pp | 552.29%-535.8pp |
| Employer contribution / active EE | $975 | $1,383-29.5% | $1,042-6.4% | $4,663-79.1% |
| Participant deferral / active EE | $1,863 | $2,624-29.0% | $1,955-4.7% | $6,689-72.2% |
| Admin fee / account holder | $75 | $3,331-97.8% | $2,828-97.4% | $13,390-99.4% |