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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 | $2,993 | $69,118-95.7% | $53,647-94.4% | $138,895-97.8% |
| Participation rate | 70.0% | 64.0%+6.0pp | 56.3%+13.7pp | 79.9%-9.9pp |
| Annual return | 22.79% | 248.26%-225.5pp | 358.33%-335.5pp | 145.39%-122.6pp |
| Employer contribution / active EE | $302 | $1,189-74.6% | $962-68.6% | $4,194-92.8% |
| Participant deferral / active EE | $467 | $2,274-79.5% | $1,813-74.2% | $6,396-92.7% |
| Admin fee / account holder | $125 | $2,724-95.4% | $2,460-94.9% | $12,562-99.0% |