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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 | $1,544 | $76,522-98.0% | $56,033-97.2% | $145,884-98.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 3014.28%-3001.8pp | 1711.38%-1698.9pp | 551.85%-539.4pp |
| Employer contribution / active EE | $201 | $1,382-85.4% | $1,041-80.7% | $4,662-95.7% |
| Participant deferral / active EE | $332 | $2,624-87.3% | $1,954-83.0% | $6,690-95.0% |
| Admin fee / account holder | $17 | $3,328-99.5% | $2,827-99.4% | $13,392-99.9% |