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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 | $22,602-92.7% | $65,583-97.5% | $75,177-97.8% |
| Participation rate | 82.0% | 63.1%+18.9pp | 65.0%+17.0pp | 67.2%+14.8pp |
| Annual return | 0.00% | 71.13%-71.1pp | 47.46%-47.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $603 | $941-36.0% | $1,692-64.4% | $2,671-77.4% |
| Participant deferral / active EE | $1,027 | $1,695-39.4% | $2,833-63.7% | $4,126-75.1% |
| Admin fee / account holder | $91 | $1,877-95.2% | $4,112-97.8% | $5,651-98.4% |