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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 | $1,468 | $28,624-94.9% | $53,647-97.3% | $82,637-98.2% |
| Participation rate | 92.0% | 47.3%+44.7pp | 56.3%+35.7pp | 68.1%+23.9pp |
| Annual return | 20.41% | 664.98%-644.6pp | 358.33%-337.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $623 | $1,196-48.0% | $1,813-65.7% | $4,126-84.9% |
| Admin fee / account holder | $271 | $2,022-86.6% | $2,460-89.0% | $7,339-96.3% |