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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 | $3,514 | $67,823-94.8% | $52,425-93.3% | $137,256-97.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.47% | 219.11%-203.6pp | 302.12%-286.6pp | 220.34%-204.9pp |
| Employer contribution / active EE | $599 | $1,163-48.5% | $914-34.5% | $4,156-85.6% |
| Participant deferral / active EE | $1,055 | $2,288-53.9% | $1,790-41.1% | $6,407-83.5% |
| Admin fee / account holder | $114 | $2,844-96.0% | $2,495-95.4% | $12,270-99.1% |