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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 | $2,622 | $28,624-90.8% | $53,647-95.1% | $82,637-96.8% |
| Participation rate | 78.3% | 47.3%+31.0pp | 56.3%+22.0pp | 68.1%+10.2pp |
| Annual return | 24.34% | 664.98%-640.6pp | 358.33%-334.0pp | 53.51%-29.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $924 | $1,196-22.7% | $1,813-49.0% | $4,126-77.6% |
| Admin fee / account holder | $269 | $2,022-86.7% | $2,460-89.1% | $7,339-96.3% |