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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 | $8,428 | $72,071-88.3% | $68,368-87.7% | $137,256-93.9% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.0%+1.0pp |
| Annual return | 27.47% | 353.14%-325.7pp | 292.57%-265.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,203 | $2,788-56.9% | $2,649-54.6% | $4,156-71.1% |
| Participant deferral / active EE | $1,474 | $4,410-66.6% | $4,123-64.2% | $6,407-77.0% |
| Admin fee / account holder | $176 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |