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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 | $3,070 | $67,823-95.5% | $52,425-94.1% | $137,256-97.8% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 35.89% | 219.11%-183.2pp | 302.12%-266.2pp | 220.34%-184.5pp |
| Employer contribution / active EE | $589 | $1,163-49.4% | $914-35.6% | $4,156-85.8% |
| Participant deferral / active EE | $673 | $2,288-70.6% | $1,790-62.4% | $6,407-89.5% |
| Admin fee / account holder | $91 | $2,844-96.8% | $2,495-96.3% | $12,270-99.3% |