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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 | $11,231 | $72,071-84.4% | $68,368-83.6% | $137,256-91.8% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 13.37% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $528 | $2,788-81.1% | $2,649-80.1% | $4,156-87.3% |
| Participant deferral / active EE | $1,552 | $4,410-64.8% | $4,123-62.4% | $6,407-75.8% |
| Admin fee / account holder | $266 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |