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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 | $28,624-95.0% | $53,647-97.3% | $82,637-98.3% |
| Participation rate | 92.0% | 47.3%+44.7pp | 56.3%+35.7pp | 68.1%+23.9pp |
| Annual return | 16.11% | 664.98%-648.9pp | 358.33%-342.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $312 | $637-51.0% | $962-67.6% | $2,552-87.8% |
| Participant deferral / active EE | $312 | $1,196-73.9% | $1,813-82.8% | $4,126-92.4% |
| Admin fee / account holder | $246 | $2,022-87.8% | $2,460-90.0% | $7,339-96.6% |