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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 | $14,846 | $149,040-90.0% | $120,225-87.7% | $137,256-89.2% |
| Participation rate | 76.2% | 75.4%+0.8pp | 69.6%+6.6pp | 80.0%-3.8pp |
| Annual return | 18.71% | 605.68%-587.0pp | 439.23%-420.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $578 | $4,350-86.7% | $3,475-83.4% | $4,156-86.1% |
| Participant deferral / active EE | $1,678 | $4,655-63.9% | $3,999-58.0% | $6,407-73.8% |
| Admin fee / account holder | $199 | $6,348-96.9% | $5,696-96.5% | $12,270-98.4% |