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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 | $2,137 | $28,624-92.5% | $53,647-96.0% | $82,637-97.4% |
| Participation rate | 87.5% | 47.3%+40.2pp | 56.3%+31.2pp | 68.1%+19.4pp |
| Annual return | 23.36% | 664.98%-641.6pp | 358.33%-335.0pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $809 | $1,196-32.4% | $1,813-55.4% | $4,126-80.4% |
| Admin fee / account holder | $150 | $2,022-92.6% | $2,460-93.9% | $7,339-98.0% |