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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 | $2,449 | $22,602-89.2% | $65,566-96.3% | $75,173-96.7% |
| Participation rate | 78.6% | 63.1%+15.5pp | 64.9%+13.6pp | 67.2%+11.4pp |
| Annual return | 205.54% | 71.13%+134.4pp | 47.40%+158.1pp | 160.72%+44.8pp |
| Employer contribution / active EE | $666 | $941-29.2% | $1,692-60.6% | $2,671-75.1% |
| Participant deferral / active EE | $1,360 | $1,695-19.8% | $2,832-52.0% | $4,126-67.0% |
| Admin fee / account holder | $223 | $1,877-88.1% | $4,114-94.6% | $5,651-96.1% |