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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 | $28,624-94.3% | $53,647-97.0% | $82,637-98.0% |
| Participation rate | 76.0% | 47.3%+28.7pp | 56.3%+19.7pp | 68.1%+7.9pp |
| Annual return | 23.81% | 664.98%-641.2pp | 358.33%-334.5pp | 53.51%-29.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $407 | $1,196-65.9% | $1,813-77.5% | $4,126-90.1% |
| Admin fee / account holder | $57 | $2,022-97.2% | $2,460-97.7% | $7,339-99.2% |