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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 | $2,247 | $81,668-97.2% | $58,507-96.2% | $139,487-98.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 42.68% | 7430.07%-7387.4pp | 4252.32%-4209.6pp | 373.84%-331.2pp |
| Employer contribution / active EE | $898 | $1,398-35.7% | $1,053-14.7% | $4,755-81.1% |
| Participant deferral / active EE | $1,258 | $2,554-50.7% | $1,922-34.6% | $6,713-81.3% |
| Admin fee / account holder | $80 | $3,212-97.5% | $2,486-96.8% | $11,407-99.3% |