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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 | $2,031 | $67,823-97.0% | $52,425-96.1% | $137,256-98.5% |
| Participation rate | 82.6% | 63.9%+18.7pp | 55.6%+27.0pp | 80.0%+2.6pp |
| Annual return | 21.89% | 219.11%-197.2pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $670 | $2,288-70.7% | $1,790-62.6% | $6,407-89.5% |
| Admin fee / account holder | $108 | $2,844-96.2% | $2,495-95.7% | $12,270-99.1% |