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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 | $2,674 | $29,319-90.9% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 76.6% | 46.9%+29.7pp | 55.6%+21.0pp | 68.1%+8.5pp |
| Annual return | 25.81% | 535.20%-509.4pp | 302.12%-276.3pp | 41.64%-15.8pp |
| Employer contribution / active EE | $291 | $586-50.3% | $914-68.1% | $2,551-88.6% |
| Participant deferral / active EE | $582 | $1,171-50.4% | $1,790-67.5% | $4,139-86.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |