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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 | $4,878 | $28,624-83.0% | $53,647-90.9% | $82,637-94.1% |
| Participation rate | 95.6% | 47.3%+48.3pp | 56.3%+39.3pp | 68.1%+27.5pp |
| Annual return | 31.96% | 664.98%-633.0pp | 358.33%-326.4pp | 53.51%-21.5pp |
| Employer contribution / active EE | $1,371 | $637+115.3% | $962+42.5% | $2,552-46.3% |
| Participant deferral / active EE | $1,788 | $1,196+49.4% | $1,813-1.4% | $4,126-56.7% |
| Admin fee / account holder | $13 | $2,022-99.4% | $2,460-99.5% | $7,339-99.8% |