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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 | $1,798 | $29,319-93.9% | $52,425-96.6% | $82,448-97.8% |
| Participation rate | 84.6% | 46.9%+37.8pp | 55.6%+29.0pp | 68.1%+16.5pp |
| Annual return | 23.30% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $694 | $1,171-40.8% | $1,790-61.3% | $4,139-83.2% |
| Admin fee / account holder | $125 | $1,962-93.6% | $2,495-95.0% | $7,234-98.3% |