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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 | $24,943 | $67,823-63.2% | $52,425-52.4% | $137,256-81.8% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 19.32% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,050 | $1,163-9.7% | $914+14.8% | $4,156-74.7% |
| Participant deferral / active EE | $2,996 | $2,288+31.0% | $1,790+67.3% | $6,407-53.2% |
| Admin fee / account holder | $238 | $2,844-91.6% | $2,495-90.4% | $12,270-98.1% |