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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 | $8,623 | $67,823-87.3% | $52,425-83.6% | $137,256-93.7% |
| Participation rate | 94.7% | 63.9%+30.8pp | 55.6%+39.1pp | 80.0%+14.8pp |
| Annual return | 27.74% | 219.11%-191.4pp | 302.12%-274.4pp | 220.34%-192.6pp |
| Employer contribution / active EE | $974 | $1,163-16.3% | $914+6.5% | $4,156-76.6% |
| Participant deferral / active EE | $2,101 | $2,288-8.2% | $1,790+17.4% | $6,407-67.2% |
| Admin fee / account holder | $142 | $2,844-95.0% | $2,495-94.3% | $12,270-98.8% |