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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 | $154,754-95.7% | $124,206-94.7% | $138,895-95.3% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.6%+1.0pp | 79.9%-9.3pp |
| Annual return | 23.41% | 709.28%-685.9pp | 515.27%-491.9pp | 145.39%-122.0pp |
| Employer contribution / active EE | $436 | $4,446-90.2% | $3,540-87.7% | $4,194-89.6% |
| Participant deferral / active EE | $742 | $4,621-83.9% | $3,968-81.3% | $6,396-88.4% |
| Admin fee / account holder | $13 | $6,690-99.8% | $5,929-99.8% | $12,562-99.9% |