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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 | $2,467 | $29,733-91.7% | $56,025-95.6% | $80,959-97.0% |
| Participation rate | 75.7% | 41.7%+34.0pp | 52.5%+23.2pp | 67.7%+8.0pp |
| Annual return | 16.72% | 35.28%-18.6pp | 1712.69%-1696.0pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $859 | $1,229-30.1% | $1,955-56.1% | $4,300-80.0% |
| Admin fee / account holder | $72 | $2,434-97.0% | $2,828-97.4% | $6,925-99.0% |