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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 | $1,798 | $76,519-97.7% | $56,025-96.8% | $145,897-98.8% |
| Participation rate | 94.1% | 63.2%+30.9pp | 52.5%+41.6pp | 80.3%+13.8pp |
| Annual return | 15.83% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $496 | $1,383-64.1% | $1,042-52.4% | $4,663-89.4% |
| Participant deferral / active EE | $670 | $2,624-74.5% | $1,955-65.7% | $6,689-90.0% |
| Admin fee / account holder | $102 | $3,331-96.9% | $2,828-96.4% | $13,390-99.2% |