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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 | $70,366-89.6% | $66,674-89.1% | $138,895-94.7% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.7%+17.6pp | 79.9%+11.4pp |
| Annual return | 19.22% | 386.41%-367.2pp | 321.24%-302.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $485 | $2,765-82.5% | $2,620-81.5% | $4,194-88.4% |
| Participant deferral / active EE | $1,175 | $4,374-73.1% | $4,084-71.2% | $6,396-81.6% |
| Admin fee / account holder | $99 | $5,262-98.1% | $5,098-98.1% | $12,562-99.2% |