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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 | $1,987 | $27,936-92.9% | $58,561-96.6% | $75,173-97.4% |
| Participation rate | 76.0% | 38.8%+37.2pp | 50.9%+25.1pp | 67.2%+8.8pp |
| Annual return | 61.86% | 44.21%+17.6pp | 4251.33%-4189.5pp | 160.72%-98.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,391 | $1,202+15.7% | $1,923-27.7% | $4,126-66.3% |
| Admin fee / account holder | $81 | $1,727-95.3% | $2,520-96.8% | $5,651-98.6% |