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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 | $6,864 | $149,040-95.4% | $120,225-94.3% | $137,256-95.0% |
| Participation rate | 93.3% | 75.4%+17.9pp | 69.6%+23.8pp | 80.0%+13.4pp |
| Annual return | 22.27% | 605.68%-583.4pp | 439.23%-417.0pp | 220.34%-198.1pp |
| Employer contribution / active EE | $821 | $4,350-81.1% | $3,475-76.4% | $4,156-80.2% |
| Participant deferral / active EE | $1,230 | $4,655-73.6% | $3,999-69.2% | $6,407-80.8% |
| Admin fee / account holder | $176 | $6,348-97.2% | $5,696-96.9% | $12,270-98.6% |