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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 | $3,517 | $72,071-95.1% | $68,368-94.9% | $137,256-97.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 29.41% | 353.14%-323.7pp | 292.57%-263.2pp | 220.34%-190.9pp |
| Employer contribution / active EE | $860 | $2,788-69.2% | $2,649-67.5% | $4,156-79.3% |
| Participant deferral / active EE | $1,957 | $4,410-55.6% | $4,123-52.5% | $6,407-69.5% |
| Admin fee / account holder | $14 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |