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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 | $5,935 | $149,040-96.0% | $120,225-95.1% | $137,256-95.7% |
| Participation rate | 73.3% | 75.4%-2.1pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 20.01% | 605.68%-585.7pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $425 | $4,350-90.2% | $3,475-87.8% | $4,156-89.8% |
| Participant deferral / active EE | $1,881 | $4,655-59.6% | $3,999-53.0% | $6,407-70.6% |
| Admin fee / account holder | $171 | $6,348-97.3% | $5,696-97.0% | $12,270-98.6% |