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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 | $1,634 | $29,319-94.4% | $52,425-96.9% | $82,448-98.0% |
| Participation rate | 76.0% | 46.9%+29.1pp | 55.6%+20.4pp | 68.1%+7.9pp |
| Annual return | 23.81% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $407 | $1,171-65.2% | $1,790-77.2% | $4,139-90.2% |
| Admin fee / account holder | $57 | $1,962-97.1% | $2,495-97.7% | $7,234-99.2% |