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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 | $25,539 | $67,823-62.3% | $52,425-51.3% | $137,256-81.4% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 19.13% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $442 | $1,163-62.0% | $914-51.7% | $4,156-89.4% |
| Participant deferral / active EE | $1,472 | $2,288-35.7% | $1,790-17.8% | $6,407-77.0% |
| Admin fee / account holder | $94 | $2,844-96.7% | $2,495-96.2% | $12,270-99.2% |