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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 | $1,439 | $29,319-95.1% | $52,425-97.3% | $82,448-98.3% |
| Participation rate | 92.0% | 46.9%+45.1pp | 55.6%+36.4pp | 68.1%+23.9pp |
| Annual return | 16.11% | 535.20%-519.1pp | 302.12%-286.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $312 | $586-46.8% | $914-65.9% | $2,551-87.8% |
| Participant deferral / active EE | $312 | $1,171-73.4% | $1,790-82.6% | $4,139-92.5% |
| Admin fee / account holder | $246 | $1,962-87.5% | $2,495-90.1% | $7,234-96.6% |