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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 | $1,213 | $69,118-98.2% | $53,647-97.7% | $138,895-99.1% |
| Participation rate | 70.6% | 64.0%+6.6pp | 56.3%+14.3pp | 79.9%-9.3pp |
| Annual return | 0.00% | 248.26%-248.3pp | 358.33%-358.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $408 | $1,189-65.7% | $962-57.6% | $4,194-90.3% |
| Participant deferral / active EE | $678 | $2,274-70.2% | $1,813-62.6% | $6,396-89.4% |
| Admin fee / account holder | $48 | $2,724-98.2% | $2,460-98.0% | $12,562-99.6% |