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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 | $6,737 | $96,388-93.0% | $80,627-91.6% | $139,466-95.2% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 20.46% | 1352.08%-1331.6pp | 936.76%-916.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $841 | $3,260-74.2% | $2,723-69.1% | $4,754-82.3% |
| Participant deferral / active EE | $1,608 | $5,224-69.2% | $4,443-63.8% | $6,712-76.0% |
| Admin fee / account holder | $129 | $6,603-98.1% | $5,381-97.6% | $11,409-98.9% |