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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 | $16,934 | $81,763-79.3% | $58,561-71.1% | $139,466-87.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.42% | 7427.77%-7408.4pp | 4251.33%-4231.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $600 | $1,398-57.1% | $1,053-43.0% | $4,754-87.4% |
| Participant deferral / active EE | $933 | $2,555-63.5% | $1,923-51.5% | $6,712-86.1% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |