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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 | $10,756 | $156,963-93.1% | $121,204-91.1% | $139,466-92.3% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 26.99% | 1476.75%-1449.8pp | 987.18%-960.2pp | 373.66%-346.7pp |
| Employer contribution / active EE | $710 | $5,544-87.2% | $4,170-83.0% | $4,754-85.1% |
| Participant deferral / active EE | $1,453 | $4,848-70.0% | $4,083-64.4% | $6,712-78.3% |
| Admin fee / account holder | $18 | $6,953-99.7% | $5,651-99.7% | $11,409-99.8% |