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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 | $76,522-63.8% | $56,033-50.6% | $145,884-81.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 3014.28%-2999.8pp | 1711.38%-1696.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $120 | $1,382-91.3% | $1,041-88.5% | $4,662-97.4% |
| Participant deferral / active EE | $450 | $2,624-82.9% | $1,954-77.0% | $6,690-93.3% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |