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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 | $7,096 | $67,823-89.5% | $52,425-86.5% | $137,256-94.8% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 17.15% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $629 | $1,163-45.9% | $914-31.2% | $4,156-84.9% |
| Participant deferral / active EE | $994 | $2,288-56.5% | $1,790-44.5% | $6,407-84.5% |
| Admin fee / account holder | $218 | $2,844-92.3% | $2,495-91.3% | $12,270-98.2% |