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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 | $4,986 | $67,823-92.6% | $52,425-90.5% | $137,256-96.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 22.02% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $278 | $1,163-76.1% | $914-69.6% | $4,156-93.3% |
| Participant deferral / active EE | $766 | $2,288-66.5% | $1,790-57.2% | $6,407-88.1% |
| Admin fee / account holder | $17 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |