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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 | $7,928 | $29,319-73.0% | $52,425-84.9% | $82,448-90.4% |
| Participation rate | 70.2% | 46.9%+23.3pp | 55.6%+14.6pp | 68.1%+2.1pp |
| Annual return | 16.90% | 535.20%-518.3pp | 302.12%-285.2pp | 41.64%-24.7pp |
| Employer contribution / active EE | $632 | $586+7.7% | $914-30.9% | $2,551-75.2% |
| Participant deferral / active EE | $869 | $1,171-25.8% | $1,790-51.4% | $4,139-79.0% |
| Admin fee / account holder | $221 | $1,962-88.8% | $2,495-91.2% | $7,234-96.9% |