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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 | $2,445 | $29,716-91.8% | $56,077-95.6% | $80,925-97.0% |
| Participation rate | 86.5% | 41.7%+44.8pp | 52.5%+34.0pp | 67.7%+18.8pp |
| Annual return | 14.50% | 35.30%-20.8pp | 1709.28%-1694.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,205 | $1,228-1.9% | $1,954-38.3% | $4,299-72.0% |
| Admin fee / account holder | $217 | $2,432-91.1% | $2,825-92.3% | $6,940-96.9% |