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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 | $3,978 | $72,071-94.5% | $68,368-94.2% | $137,256-97.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 25.76% | 353.14%-327.4pp | 292.57%-266.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $519 | $2,788-81.4% | $2,649-80.4% | $4,156-87.5% |
| Participant deferral / active EE | $779 | $4,410-82.3% | $4,123-81.1% | $6,407-87.8% |
| Admin fee / account holder | $173 | $5,336-96.8% | $5,150-96.6% | $12,270-98.6% |