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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 | $2,906 | $29,733-90.2% | $56,025-94.8% | $80,959-96.4% |
| Participation rate | 84.0% | 41.7%+42.3pp | 52.5%+31.5pp | 67.7%+16.3pp |
| Annual return | 15.87% | 35.28%-19.4pp | 1712.69%-1696.8pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $844 | $1,229-31.3% | $1,955-56.8% | $4,300-80.4% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |