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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 | $25,184 | $104,924-76.0% | $84,623-70.2% | $152,885-83.5% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 24.33% | 373.82%-349.5pp | 258.77%-234.4pp | 345.39%-321.1pp |
| Employer contribution / active EE | $883 | $3,302-73.3% | $2,652-66.7% | $4,763-81.5% |
| Participant deferral / active EE | $1,491 | $4,689-68.2% | $3,899-61.8% | $5,851-74.5% |
| Admin fee / account holder | $137 | $6,242-97.8% | $4,913-97.2% | $11,598-98.8% |