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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 | $1,723 | $81,749-97.9% | $58,544-97.1% | $139,456-98.8% |
| Participation rate | 94.7% | 61.3%+33.4pp | 50.9%+43.9pp | 80.3%+14.4pp |
| Annual return | 26.34% | 7425.45%-7399.1pp | 4249.56%-4223.2pp | 373.45%-347.1pp |
| Employer contribution / active EE | $177 | $1,398-87.3% | $1,053-83.2% | $4,753-96.3% |
| Participant deferral / active EE | $599 | $2,555-76.6% | $1,923-68.9% | $6,711-91.1% |
| Admin fee / account holder | $33 | $3,272-99.0% | $2,520-98.7% | $11,407-99.7% |