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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 | $3,247 | $67,823-95.2% | $52,425-93.8% | $137,256-97.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 29.68% | 219.11%-189.4pp | 302.12%-272.4pp | 220.34%-190.7pp |
| Employer contribution / active EE | $583 | $1,163-49.9% | $914-36.3% | $4,156-86.0% |
| Participant deferral / active EE | $936 | $2,288-59.1% | $1,790-47.7% | $6,407-85.4% |
| Admin fee / account holder | $17 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |