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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 | $2,790 | $67,823-95.9% | $52,425-94.7% | $137,256-98.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 29.07% | 219.11%-190.0pp | 302.12%-273.0pp | 220.34%-191.3pp |
| Employer contribution / active EE | $617 | $1,163-47.0% | $914-32.5% | $4,156-85.2% |
| Participant deferral / active EE | $860 | $2,288-62.4% | $1,790-52.0% | $6,407-86.6% |
| Admin fee / account holder | $96 | $2,844-96.6% | $2,495-96.2% | $12,270-99.2% |