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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 | $11,896 | $27,936-57.4% | $58,561-79.7% | $75,173-84.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 21.87% | 44.21%-22.3pp | 4251.33%-4229.5pp | 160.72%-138.8pp |
| Employer contribution / active EE | $858 | $670+28.2% | $1,053-18.5% | $2,671-67.9% |
| Participant deferral / active EE | $1,956 | $1,202+62.8% | $1,923+1.7% | $4,126-52.6% |
| Admin fee / account holder | $2 | $1,727-99.9% | $2,520-99.9% | $5,651-100.0% |