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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 | $6,124 | $109,967-94.4% | $97,197-93.7% | $145,877-95.8% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 12.95% | 244.27%-231.3pp | 75.47%-62.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $483 | $3,077-84.3% | $2,723-82.3% | $4,663-89.6% |
| Participant deferral / active EE | $1,052 | $4,676-77.5% | $4,263-75.3% | $6,691-84.3% |
| Admin fee / account holder | $77 | $6,199-98.8% | $5,637-98.6% | $13,402-99.4% |