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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 | $6,925 | $149,040-95.4% | $120,225-94.2% | $137,256-95.0% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 21.57% | 605.68%-584.1pp | 439.23%-417.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $505 | $4,350-88.4% | $3,475-85.5% | $4,156-87.9% |
| Participant deferral / active EE | $768 | $4,655-83.5% | $3,999-80.8% | $6,407-88.0% |
| Admin fee / account holder | $254 | $6,348-96.0% | $5,696-95.5% | $12,270-97.9% |