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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 | $2,493 | $72,071-96.5% | $68,368-96.4% | $137,256-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.90% | 353.14%-327.2pp | 292.57%-266.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $616 | $2,788-77.9% | $2,649-76.8% | $4,156-85.2% |
| Participant deferral / active EE | $935 | $4,410-78.8% | $4,123-77.3% | $6,407-85.4% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |