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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 | $31,243 | $81,763-61.8% | $58,561-46.6% | $139,466-77.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.96% | 7427.77%-7415.8pp | 4251.33%-4239.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,233 | $1,398-11.8% | $1,053+17.1% | $4,754-74.1% |
| Participant deferral / active EE | $4,754 | $2,555+86.1% | $1,923+147.2% | $6,712-29.2% |
| Admin fee / account holder | $150 | $3,273-95.4% | $2,520-94.1% | $11,409-98.7% |