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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 | $2,554 | $29,319-91.3% | $52,425-95.1% | $82,448-96.9% |
| Participation rate | 96.8% | 46.9%+49.9pp | 55.6%+41.2pp | 68.1%+28.7pp |
| Annual return | 23.06% | 535.20%-512.1pp | 302.12%-279.1pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,111 | $1,171-5.2% | $1,790-38.0% | $4,139-73.2% |
| Admin fee / account holder | $159 | $1,962-91.9% | $2,495-93.6% | $7,234-97.8% |