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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 | $23,243 | $76,522-69.6% | $56,033-58.5% | $145,884-84.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 3014.28%-3001.9pp | 1711.38%-1699.0pp | 551.85%-539.5pp |
| Employer contribution / active EE | $828 | $1,382-40.1% | $1,041-20.4% | $4,662-82.2% |
| Participant deferral / active EE | $1,562 | $2,624-40.5% | $1,954-20.0% | $6,690-76.6% |
| Admin fee / account holder | $96 | $3,328-97.1% | $2,827-96.6% | $13,392-99.3% |