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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 | $27,708 | $76,608-63.8% | $56,077-50.6% | $145,877-81.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 3009.59%-2995.1pp | 1709.28%-1694.8pp | 551.28%-536.8pp |
| Employer contribution / active EE | $120 | $1,382-91.3% | $1,040-88.5% | $4,663-97.4% |
| Participant deferral / active EE | $450 | $2,624-82.9% | $1,954-77.0% | $6,691-93.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |