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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 | $11,503 | $67,823-83.0% | $52,425-78.1% | $137,256-91.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 19.32% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $523 | $1,163-55.1% | $914-42.8% | $4,156-87.4% |
| Participant deferral / active EE | $1,092 | $2,288-52.3% | $1,790-39.0% | $6,407-83.0% |
| Admin fee / account holder | $292 | $2,844-89.7% | $2,495-88.3% | $12,270-97.6% |