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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 | $29,319-83.4% | $52,425-90.7% | $82,448-94.1% |
| Participation rate | 95.6% | 46.9%+48.7pp | 55.6%+39.9pp | 68.1%+27.5pp |
| Annual return | 31.96% | 535.20%-503.2pp | 302.12%-270.2pp | 41.64%-9.7pp |
| Employer contribution / active EE | $1,371 | $586+133.7% | $914+49.9% | $2,551-46.3% |
| Participant deferral / active EE | $1,788 | $1,171+52.6% | $1,790-0.2% | $4,139-56.8% |
| Admin fee / account holder | $13 | $1,962-99.3% | $2,495-99.5% | $7,234-99.8% |