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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 | $10,900 | $70,366-84.5% | $66,674-83.7% | $138,895-92.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 22.30% | 386.41%-364.1pp | 321.24%-298.9pp | 145.39%-123.1pp |
| Employer contribution / active EE | $772 | $2,765-72.1% | $2,620-70.5% | $4,194-81.6% |
| Participant deferral / active EE | $2,854 | $4,374-34.7% | $4,084-30.1% | $6,396-55.4% |
| Admin fee / account holder | $292 | $5,262-94.5% | $5,098-94.3% | $12,562-97.7% |