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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 | $4,150 | $29,733-86.0% | $56,025-92.6% | $80,959-94.9% |
| Participation rate | 76.9% | 41.7%+35.2pp | 52.5%+24.4pp | 67.7%+9.3pp |
| Annual return | 13.34% | 35.28%-21.9pp | 1712.69%-1699.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,567 | $1,229+27.5% | $1,955-19.8% | $4,300-63.6% |
| Admin fee / account holder | $272 | $2,434-88.8% | $2,828-90.4% | $6,925-96.1% |