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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 | $2,401 | $28,624-91.6% | $53,647-95.5% | $82,637-97.1% |
| Participation rate | 92.1% | 47.3%+44.8pp | 56.3%+35.8pp | 68.1%+24.1pp |
| Annual return | 16.93% | 664.98%-648.0pp | 358.33%-341.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,030 | $1,196-13.9% | $1,813-43.2% | $4,126-75.0% |
| Admin fee / account holder | $266 | $2,022-86.9% | $2,460-89.2% | $7,339-96.4% |