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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 | $3,496 | $67,823-94.8% | $52,425-93.3% | $137,256-97.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 26.54% | 219.11%-192.6pp | 302.12%-275.6pp | 220.34%-193.8pp |
| Employer contribution / active EE | $753 | $1,163-35.2% | $914-17.6% | $4,156-81.9% |
| Participant deferral / active EE | $1,502 | $2,288-34.3% | $1,790-16.1% | $6,407-76.6% |
| Admin fee / account holder | $168 | $2,844-94.1% | $2,495-93.3% | $12,270-98.6% |