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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 | $29,716-90.2% | $56,077-94.8% | $80,925-96.4% |
| Participation rate | 84.0% | 41.7%+42.3pp | 52.5%+31.5pp | 67.7%+16.3pp |
| Annual return | 15.87% | 35.30%-19.4pp | 1709.28%-1693.4pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $844 | $1,228-31.3% | $1,954-56.8% | $4,299-80.4% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |