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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 | $2,212 | $67,823-96.7% | $52,425-95.8% | $137,256-98.4% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 30.03% | 219.11%-189.1pp | 302.12%-272.1pp | 220.34%-190.3pp |
| Employer contribution / active EE | $511 | $1,163-56.1% | $914-44.1% | $4,156-87.7% |
| Participant deferral / active EE | $737 | $2,288-67.8% | $1,790-58.9% | $6,407-88.5% |
| Admin fee / account holder | $198 | $2,844-93.1% | $2,495-92.1% | $12,270-98.4% |