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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 | $26,709 | $52,678-49.3% | $75,784-64.8% | $59,633-55.2% |
| Participation rate | 97.7% | 67.2%+30.4pp | 75.8%+21.9pp | 68.7%+29.0pp |
| Annual return | 58.19% | 2.95%+55.2pp | 9.68%+48.5pp | 2041.45%-1983.3pp |
| Employer contribution / active EE | $581 | $2,193-73.5% | $3,323-82.5% | $2,203-73.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $280 | $3,610-92.2% | $5,300-94.7% | $4,297-93.5% |