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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 | $2,180 | $27,936-92.2% | $58,561-96.3% | $75,173-97.1% |
| Participation rate | 88.5% | 38.8%+49.6pp | 50.9%+37.6pp | 67.2%+21.3pp |
| Annual return | 35.62% | 44.21%-8.6pp | 4251.33%-4215.7pp | 160.72%-125.1pp |
| Employer contribution / active EE | $1,053 | $670+57.3% | $1,0530% | $2,671-60.6% |
| Participant deferral / active EE | $1,091 | $1,202-9.2% | $1,923-43.3% | $4,126-73.6% |
| Admin fee / account holder | $15 | $1,727-99.1% | $2,520-99.4% | $5,651-99.7% |