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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 | $7,179 | $101,618-92.9% | $93,063-92.3% | $137,256-94.8% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 25.36% | 223.95%-198.6pp | 34.15%-8.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,371 | $2,707-49.3% | $2,476-44.6% | $4,156-67.0% |
| Participant deferral / active EE | $1,477 | $4,279-65.5% | $3,958-62.7% | $6,407-77.0% |
| Admin fee / account holder | $218 | $6,198-96.5% | $6,033-96.4% | $12,270-98.2% |