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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 | $2,361 | $72,071-96.7% | $68,368-96.5% | $137,256-98.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 26.13% | 353.14%-327.0pp | 292.57%-266.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $713 | $2,788-74.4% | $2,649-73.1% | $4,156-82.8% |
| Participant deferral / active EE | $713 | $4,410-83.8% | $4,123-82.7% | $6,407-88.9% |
| Admin fee / account holder | $145 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |