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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 | $6,584 | $149,040-95.6% | $120,225-94.5% | $137,256-95.2% |
| Participation rate | 70.6% | 75.4%-4.8pp | 69.6%+1.0pp | 80.0%-9.4pp |
| Annual return | 23.41% | 605.68%-582.3pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $436 | $4,350-90.0% | $3,475-87.4% | $4,156-89.5% |
| Participant deferral / active EE | $742 | $4,655-84.1% | $3,999-81.4% | $6,407-88.4% |
| Admin fee / account holder | $13 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |