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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 | $2,811 | $22,602-87.6% | $65,328-95.7% | $75,181-96.3% |
| Participation rate | 75.6% | 63.1%+12.6pp | 64.9%+10.7pp | 67.2%+8.4pp |
| Annual return | 320.45% | 71.13%+249.3pp | 47.39%+273.1pp | 160.69%+159.8pp |
| Employer contribution / active EE | $705 | $941-25.1% | $1,692-58.3% | $2,671-73.6% |
| Participant deferral / active EE | $1,956 | $1,695+15.4% | $2,832-30.9% | $4,126-52.6% |
| Admin fee / account holder | $96 | $1,877-94.9% | $4,116-97.7% | $5,650-98.3% |