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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 | $1,777 | $81,763-97.8% | $58,561-97.0% | $139,466-98.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 37.55% | 7427.77%-7390.2pp | 4251.33%-4213.8pp | 373.66%-336.1pp |
| Employer contribution / active EE | $75 | $1,398-94.6% | $1,053-92.9% | $4,754-98.4% |
| Participant deferral / active EE | $1,645 | $2,555-35.6% | $1,923-14.5% | $6,712-75.5% |
| Admin fee / account holder | $239 | $3,273-92.7% | $2,520-90.5% | $11,409-97.9% |