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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 | $2,429 | $29,319-91.7% | $52,425-95.4% | $82,448-97.1% |
| Participation rate | 83.3% | 46.9%+36.5pp | 55.6%+27.7pp | 68.1%+15.3pp |
| Annual return | 20.99% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $618 | $1,171-47.3% | $1,790-65.5% | $4,139-85.1% |
| Admin fee / account holder | $189 | $1,962-90.4% | $2,495-92.4% | $7,234-97.4% |