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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 | $25,300 | $27,924-9.4% | $58,544-56.8% | $75,181-66.3% |
| Participation rate | 80.6% | 38.8%+41.8pp | 50.9%+29.8pp | 67.2%+13.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $183 | $669-72.7% | $1,053-82.6% | $2,671-93.2% |
| Participant deferral / active EE | $388 | $1,202-67.7% | $1,923-79.8% | $4,126-90.6% |
| Admin fee / account holder | $9 | $1,726-99.5% | $2,520-99.6% | $5,650-99.8% |