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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 | $2,204 | $29,319-92.5% | $52,425-95.8% | $82,448-97.3% |
| Participation rate | 71.4% | 46.9%+24.6pp | 55.6%+15.8pp | 68.1%+3.4pp |
| Annual return | 191.69% | 535.20%-343.5pp | 302.12%-110.4pp | 41.64%+150.1pp |
| Employer contribution / active EE | $138 | $586-76.5% | $914-84.9% | $2,551-94.6% |
| Participant deferral / active EE | $570 | $1,171-51.3% | $1,790-68.1% | $4,139-86.2% |
| Admin fee / account holder | $166 | $1,962-91.5% | $2,495-93.3% | $7,234-97.7% |