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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 | $2,311 | $29,319-92.1% | $52,425-95.6% | $82,448-97.2% |
| Participation rate | 85.9% | 46.9%+39.1pp | 55.6%+30.3pp | 68.1%+17.9pp |
| Annual return | 24.10% | 535.20%-511.1pp | 302.12%-278.0pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,025 | $1,171-12.5% | $1,790-42.8% | $4,139-75.2% |
| Admin fee / account holder | $195 | $1,962-90.1% | $2,495-92.2% | $7,234-97.3% |