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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 | $24,639 | $49,896-50.6% | $80,627-69.4% | $75,173-67.2% |
| Participation rate | 90.3% | 55.3%+35.0pp | 67.0%+23.3pp | 67.2%+23.1pp |
| Annual return | 14.18% | 34.67%-20.5pp | 936.76%-922.6pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,067 | $2,992-30.9% | $4,443-53.5% | $4,126-49.9% |
| Admin fee / account holder | $225 | $3,578-93.7% | $5,381-95.8% | $5,651-96.0% |