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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 | $5,092 | $69,118-92.6% | $53,647-90.5% | $138,895-96.3% |
| Participation rate | 81.0% | 64.0%+17.0pp | 56.3%+24.7pp | 79.9%+1.0pp |
| Annual return | 27.10% | 248.26%-221.2pp | 358.33%-331.2pp | 145.39%-118.3pp |
| Employer contribution / active EE | $738 | $1,189-38.0% | $962-23.3% | $4,194-82.4% |
| Participant deferral / active EE | $894 | $2,274-60.7% | $1,813-50.7% | $6,396-86.0% |
| Admin fee / account holder | $278 | $2,724-89.8% | $2,460-88.7% | $12,562-97.8% |