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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 | $1,856 | $28,624-93.5% | $53,647-96.5% | $82,637-97.8% |
| Participation rate | 76.9% | 47.3%+29.7pp | 56.3%+20.6pp | 68.1%+8.9pp |
| Annual return | 22.75% | 664.98%-642.2pp | 358.33%-335.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $792 | $1,196-33.8% | $1,813-56.3% | $4,126-80.8% |
| Admin fee / account holder | $61 | $2,022-97.0% | $2,460-97.5% | $7,339-99.2% |