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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 | $29,319-93.7% | $52,425-96.5% | $82,448-97.7% |
| Participation rate | 76.9% | 46.9%+30.1pp | 55.6%+21.3pp | 68.1%+8.9pp |
| Annual return | 22.75% | 535.20%-512.4pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $792 | $1,171-32.4% | $1,790-55.8% | $4,139-80.9% |
| Admin fee / account holder | $61 | $1,962-96.9% | $2,495-97.5% | $7,234-99.2% |