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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 | $6,522 | $67,823-90.4% | $52,425-87.6% | $137,256-95.2% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 24.21% | 219.11%-194.9pp | 302.12%-277.9pp | 220.34%-196.1pp |
| Employer contribution / active EE | $221 | $1,163-81.0% | $914-75.8% | $4,156-94.7% |
| Participant deferral / active EE | $1,899 | $2,288-17.0% | $1,790+6.1% | $6,407-70.4% |
| Admin fee / account holder | $208 | $2,844-92.7% | $2,495-91.7% | $12,270-98.3% |