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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 | $28,624-91.9% | $53,647-95.7% | $82,637-97.2% |
| Participation rate | 85.9% | 47.3%+38.7pp | 56.3%+29.7pp | 68.1%+17.9pp |
| Annual return | 24.10% | 664.98%-640.9pp | 358.33%-334.2pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,025 | $1,196-14.3% | $1,813-43.5% | $4,126-75.2% |
| Admin fee / account holder | $195 | $2,022-90.4% | $2,460-92.1% | $7,339-97.3% |