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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 | $10,714 | $81,763-86.9% | $58,561-81.7% | $139,466-92.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.23% | 7427.77%-7415.5pp | 4251.33%-4239.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,250 | $1,398-10.6% | $1,053+18.7% | $4,754-73.7% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $264 | $3,273-91.9% | $2,520-89.5% | $11,409-97.7% |