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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 | $28,624-90.7% | $53,647-95.0% | $82,637-96.8% |
| Participation rate | 76.6% | 47.3%+29.3pp | 56.3%+20.3pp | 68.1%+8.5pp |
| Annual return | 25.81% | 664.98%-639.2pp | 358.33%-332.5pp | 53.51%-27.7pp |
| Employer contribution / active EE | $291 | $637-54.2% | $962-69.7% | $2,552-88.6% |
| Participant deferral / active EE | $582 | $1,196-51.4% | $1,813-67.9% | $4,126-85.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |