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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 | $4,049 | $67,823-94.0% | $52,425-92.3% | $137,256-97.1% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 22.03% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,209 | $2,288-47.2% | $1,790-32.5% | $6,407-81.1% |
| Admin fee / account holder | $238 | $2,844-91.6% | $2,495-90.4% | $12,270-98.1% |