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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 | $7,013 | $70,366-90.0% | $66,674-89.5% | $138,895-95.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 27.86% | 386.41%-358.5pp | 321.24%-293.4pp | 145.39%-117.5pp |
| Employer contribution / active EE | $972 | $2,765-64.9% | $2,620-62.9% | $4,194-76.8% |
| Participant deferral / active EE | $1,908 | $4,374-56.4% | $4,084-53.3% | $6,396-70.2% |
| Admin fee / account holder | $46 | $5,262-99.1% | $5,098-99.1% | $12,562-99.6% |