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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 | $4,226 | $29,319-85.6% | $52,425-91.9% | $82,448-94.9% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 21.04% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $552 | $586-5.8% | $914-39.6% | $2,551-78.3% |
| Participant deferral / active EE | $1,168 | $1,171-0.3% | $1,790-34.8% | $4,139-71.8% |
| Admin fee / account holder | $63 | $1,962-96.8% | $2,495-97.5% | $7,234-99.1% |