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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 | $4,379 | $29,319-85.1% | $52,425-91.6% | $82,448-94.7% |
| Participation rate | 84.0% | 46.9%+37.1pp | 55.6%+28.4pp | 68.1%+15.9pp |
| Annual return | 23.42% | 535.20%-511.8pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $841 | $1,171-28.2% | $1,790-53.0% | $4,139-79.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |