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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 | $23,842 | $103,008-76.9% | $90,304-73.6% | $152,897-84.4% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.5%-4.2pp |
| Annual return | 20.79% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $585 | $3,139-81.4% | $2,855-79.5% | $4,764-87.7% |
| Participant deferral / active EE | $1,256 | $4,281-70.7% | $3,885-67.7% | $5,851-78.5% |
| Admin fee / account holder | $250 | $6,175-95.9% | $5,354-95.3% | $11,599-97.8% |