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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 | $1,338 | $69,118-98.1% | $53,647-97.5% | $138,895-99.0% |
| Participation rate | 83.3% | 64.0%+19.4pp | 56.3%+27.1pp | 79.9%+3.4pp |
| Annual return | 13.39% | 248.26%-234.9pp | 358.33%-344.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $484 | $2,274-78.7% | $1,813-73.3% | $6,396-92.4% |
| Admin fee / account holder | $58 | $2,724-97.9% | $2,460-97.6% | $12,562-99.5% |