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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 | $8,666 | $28,624-69.7% | $53,647-83.8% | $82,637-89.5% |
| Participation rate | 71.0% | 47.3%+23.7pp | 56.3%+14.7pp | 68.1%+2.9pp |
| Annual return | 20.94% | 664.98%-644.0pp | 358.33%-337.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $589 | $637-7.4% | $962-38.7% | $2,552-76.9% |
| Participant deferral / active EE | $814 | $1,196-31.9% | $1,813-55.1% | $4,126-80.3% |
| Admin fee / account holder | $298 | $2,022-85.3% | $2,460-87.9% | $7,339-95.9% |