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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 | $7,294 | $72,071-89.9% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.0%+11.3pp |
| Annual return | 19.22% | 353.14%-333.9pp | 292.57%-273.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $485 | $2,788-82.6% | $2,649-81.7% | $4,156-88.3% |
| Participant deferral / active EE | $1,175 | $4,410-73.4% | $4,123-71.5% | $6,407-81.7% |
| Admin fee / account holder | $99 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |