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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 | $2,161 | $29,736-92.7% | $56,033-96.1% | $80,935-97.3% |
| Participation rate | 86.0% | 41.7%+44.3pp | 52.5%+33.5pp | 67.7%+18.3pp |
| Annual return | 15.95% | 35.28%-19.3pp | 1711.38%-1695.4pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $789 | $1,228-35.8% | $1,954-59.6% | $4,299-81.7% |
| Admin fee / account holder | $8 | $2,434-99.7% | $2,827-99.7% | $6,924-99.9% |