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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 | $11,150 | $81,763-86.4% | $58,561-81.0% | $139,466-92.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.90% | 7427.77%-7403.9pp | 4251.33%-4227.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $203 | $1,398-85.5% | $1,053-80.7% | $4,754-95.7% |
| Participant deferral / active EE | $5,076 | $2,555+98.7% | $1,923+164.0% | $6,712-24.4% |
| Admin fee / account holder | $97 | $3,273-97.0% | $2,520-96.2% | $11,409-99.2% |