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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 | $27,321 | $67,823-59.7% | $52,425-47.9% | $137,256-80.1% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 16.28% | 219.11%-202.8pp | 302.12%-285.8pp | 220.34%-204.1pp |
| Employer contribution / active EE | $696 | $1,163-40.1% | $914-23.8% | $4,156-83.2% |
| Participant deferral / active EE | $2,881 | $2,288+25.9% | $1,790+60.9% | $6,407-55.0% |
| Admin fee / account holder | $281 | $2,844-90.1% | $2,495-88.7% | $12,270-97.7% |