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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 | $4,379 | $29,319-85.1% | $52,425-91.6% | $82,448-94.7% |
| Participation rate | 79.3% | 46.9%+32.5pp | 55.6%+23.7pp | 68.1%+11.2pp |
| Annual return | 18.21% | 535.20%-517.0pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $807 | $1,171-31.1% | $1,790-54.9% | $4,139-80.5% |
| Admin fee / account holder | $138 | $1,962-93.0% | $2,495-94.5% | $7,234-98.1% |