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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 | $1,762 | $29,319-94.0% | $52,425-96.6% | $82,448-97.9% |
| Participation rate | 71.4% | 46.9%+24.6pp | 55.6%+15.8pp | 68.1%+3.4pp |
| Annual return | 26.60% | 535.20%-508.6pp | 302.12%-275.5pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $545 | $1,171-53.5% | $1,790-69.6% | $4,139-86.8% |
| Admin fee / account holder | $51 | $1,962-97.4% | $2,495-98.0% | $7,234-99.3% |