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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 | $2,519 | $29,736-91.5% | $56,033-95.5% | $80,935-96.9% |
| Participation rate | 76.4% | 41.7%+34.7pp | 52.5%+23.9pp | 67.7%+8.7pp |
| Annual return | 16.63% | 35.28%-18.6pp | 1711.38%-1694.7pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $931 | $1,228-24.2% | $1,954-52.4% | $4,299-78.3% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,827-99.9% | $6,924-100.0% |