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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 | $23,954 | $81,749-70.7% | $58,544-59.1% | $139,456-82.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 8.64% | 7425.45%-7416.8pp | 4249.56%-4240.9pp | 373.45%-364.8pp |
| Employer contribution / active EE | $1,356 | $1,398-3.0% | $1,053+28.8% | $4,753-71.5% |
| Participant deferral / active EE | $12,000 | $2,555+369.7% | $1,923+524.0% | $6,711+78.8% |
| Admin fee / account holder | $243 | $3,272-92.6% | $2,520-90.4% | $11,407-97.9% |