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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 | $7,975 | $70,366-88.7% | $66,674-88.0% | $138,895-94.3% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.7%+15.8pp | 79.9%+9.6pp |
| Annual return | 26.14% | 386.41%-360.3pp | 321.24%-295.1pp | 145.39%-119.3pp |
| Employer contribution / active EE | $1,407 | $2,765-49.1% | $2,620-46.3% | $4,194-66.4% |
| Participant deferral / active EE | $2,158 | $4,374-50.7% | $4,084-47.2% | $6,396-66.3% |
| Admin fee / account holder | $279 | $5,262-94.7% | $5,098-94.5% | $12,562-97.8% |