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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 | $1,653 | $22,593-92.7% | $65,289-97.5% | $75,173-97.8% |
| Participation rate | 82.0% | 63.1%+18.9pp | 65.0%+17.0pp | 67.2%+14.8pp |
| Annual return | 0.00% | 71.08%-71.1pp | 47.38%-47.4pp | 160.65%-160.7pp |
| Employer contribution / active EE | $603 | $940-35.9% | $1,691-64.4% | $2,670-77.4% |
| Participant deferral / active EE | $1,027 | $1,694-39.4% | $2,831-63.7% | $4,126-75.1% |
| Admin fee / account holder | $91 | $1,876-95.2% | $4,113-97.8% | $5,651-98.4% |