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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 | $3,880 | $29,319-86.8% | $52,425-92.6% | $82,448-95.3% |
| Participation rate | 98.2% | 46.9%+51.4pp | 55.6%+42.6pp | 68.1%+30.2pp |
| Annual return | 26.68% | 535.20%-508.5pp | 302.12%-275.4pp | 41.64%-15.0pp |
| Employer contribution / active EE | $854 | $586+45.6% | $914-6.6% | $2,551-66.5% |
| Participant deferral / active EE | $672 | $1,171-42.6% | $1,790-62.5% | $4,139-83.8% |
| Admin fee / account holder | $106 | $1,962-94.6% | $2,495-95.7% | $7,234-98.5% |