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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 | $4,183 | $70,366-94.1% | $66,674-93.7% | $138,895-97.0% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 25.08% | 386.41%-361.3pp | 321.24%-296.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $855 | $2,765-69.1% | $2,620-67.4% | $4,194-79.6% |
| Participant deferral / active EE | $1,599 | $4,374-63.5% | $4,084-60.9% | $6,396-75.0% |
| Admin fee / account holder | $130 | $5,262-97.5% | $5,098-97.4% | $12,562-99.0% |