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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 | $76,785-75.0% | $56,441-65.9% | $145,959-86.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 16.46% | 3000.51%-2984.0pp | 1704.21%-1687.7pp | 561.95%-545.5pp |
| Employer contribution / active EE | $975 | $1,381-29.4% | $1,039-6.2% | $4,661-79.1% |
| Participant deferral / active EE | $1,863 | $2,624-29.0% | $1,953-4.6% | $6,689-72.2% |
| Admin fee / account holder | $75 | $3,334-97.8% | $2,829-97.4% | $13,398-99.4% |