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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 | $6,278 | $149,040-95.8% | $120,225-94.8% | $137,256-95.4% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 16.00% | 605.68%-589.7pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $409 | $4,350-90.6% | $3,475-88.2% | $4,156-90.2% |
| Participant deferral / active EE | $630 | $4,655-86.5% | $3,999-84.2% | $6,407-90.2% |
| Admin fee / account holder | $24 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |