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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 | $1,813 | $81,668-97.8% | $58,507-96.9% | $139,487-98.7% |
| Participation rate | 82.6% | 61.3%+21.3pp | 50.9%+31.7pp | 80.3%+2.3pp |
| Annual return | 42.46% | 7430.07%-7387.6pp | 4252.32%-4209.9pp | 373.84%-331.4pp |
| Employer contribution / active EE | $52 | $1,398-96.3% | $1,053-95.0% | $4,755-98.9% |
| Participant deferral / active EE | $920 | $2,554-64.0% | $1,922-52.2% | $6,713-86.3% |
| Admin fee / account holder | $3 | $3,212-99.9% | $2,486-99.9% | $11,407-100.0% |