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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 | $12,907 | $81,749-84.2% | $58,544-78.0% | $139,456-90.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 298.18% | 7425.45%-7127.3pp | 4249.56%-3951.4pp | 373.45%-75.3pp |
| Employer contribution / active EE | $540 | $1,398-61.4% | $1,053-48.8% | $4,753-88.6% |
| Participant deferral / active EE | $540 | $2,555-78.9% | $1,923-71.9% | $6,711-92.0% |
| Admin fee / account holder | $4 | $3,272-99.9% | $2,520-99.8% | $11,407-100.0% |