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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 | $5,969 | $97,125-93.9% | $86,233-93.1% | $137,256-95.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 20.69% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $738 | $2,841-74.0% | $2,504-70.5% | $4,156-82.2% |
| Participant deferral / active EE | $1,635 | $5,180-68.4% | $4,559-64.1% | $6,407-74.5% |
| Admin fee / account holder | $34 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |