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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 | $1,921 | $29,736-93.5% | $56,033-96.6% | $80,935-97.6% |
| Participation rate | 75.8% | 41.7%+34.1pp | 52.5%+23.3pp | 67.7%+8.1pp |
| Annual return | 15.53% | 35.28%-19.7pp | 1711.38%-1695.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $552 | $1,228-55.0% | $1,954-71.7% | $4,299-87.2% |
| Admin fee / account holder | $73 | $2,434-97.0% | $2,827-97.4% | $6,924-98.9% |