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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 | $1,947 | $28,624-93.2% | $53,647-96.4% | $82,637-97.6% |
| Participation rate | 88.5% | 47.3%+41.2pp | 56.3%+32.2pp | 68.1%+20.4pp |
| Annual return | 22.30% | 664.98%-642.7pp | 358.33%-336.0pp | 53.51%-31.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $876 | $1,196-26.8% | $1,813-51.7% | $4,126-78.8% |
| Admin fee / account holder | $85 | $2,022-95.8% | $2,460-96.5% | $7,339-98.8% |