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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 | $9,949 | $81,749-87.8% | $58,544-83.0% | $139,456-92.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 25.34% | 7425.45%-7400.1pp | 4249.56%-4224.2pp | 373.45%-348.1pp |
| Employer contribution / active EE | $1,900 | $1,398+35.9% | $1,053+80.4% | $4,753-60.0% |
| Participant deferral / active EE | $2,420 | $2,555-5.3% | $1,923+25.8% | $6,711-63.9% |
| Admin fee / account holder | $34 | $3,272-99.0% | $2,520-98.7% | $11,407-99.7% |