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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 | $17,249 | $104,544-83.5% | $76,657-77.5% | $152,897-88.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 25.34% | 1014.36%-989.0pp | 1166.74%-1141.4pp | 345.43%-320.1pp |
| Employer contribution / active EE | $773 | $3,118-75.2% | $2,303-66.4% | $4,764-83.8% |
| Participant deferral / active EE | $2,408 | $4,236-43.1% | $3,335-27.8% | $5,851-58.8% |
| Admin fee / account holder | $245 | $12,286-98.0% | $6,423-96.2% | $11,599-97.9% |