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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 | $2,093 | $67,823-96.9% | $52,425-96.0% | $137,256-98.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.38% | 219.11%-195.7pp | 302.12%-278.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $334 | $1,163-71.3% | $914-63.5% | $4,156-92.0% |
| Participant deferral / active EE | $657 | $2,288-71.3% | $1,790-63.3% | $6,407-89.7% |
| Admin fee / account holder | $6 | $2,844-99.8% | $2,495-99.7% | $12,270-99.9% |