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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 | $9,650 | $72,071-86.6% | $68,368-85.9% | $137,256-93.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 19.19% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $979 | $2,788-64.9% | $2,649-63.0% | $4,156-76.4% |
| Participant deferral / active EE | $2,471 | $4,410-44.0% | $4,123-40.1% | $6,407-61.4% |
| Admin fee / account holder | $292 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |