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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 | $10,086 | $67,823-85.1% | $52,425-80.8% | $137,256-92.7% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 27.38% | 219.11%-191.7pp | 302.12%-274.7pp | 220.34%-193.0pp |
| Employer contribution / active EE | $663 | $1,163-43.0% | $914-27.5% | $4,156-84.1% |
| Participant deferral / active EE | $1,583 | $2,288-30.8% | $1,790-11.6% | $6,407-75.3% |
| Admin fee / account holder | $2 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |