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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 | $6,475 | $76,519-91.5% | $56,025-88.4% | $145,897-95.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.40% | 3017.03%-3003.6pp | 1712.69%-1699.3pp | 552.29%-538.9pp |
| Employer contribution / active EE | $989 | $1,383-28.5% | $1,042-5.1% | $4,663-78.8% |
| Participant deferral / active EE | $1,182 | $2,624-55.0% | $1,955-39.5% | $6,689-82.3% |
| Admin fee / account holder | $174 | $3,331-94.8% | $2,828-93.9% | $13,390-98.7% |