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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 | $38,272 | $180,749-78.8% | $160,784-76.2% | $137,256-72.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.34% | 2234.46%-2212.1pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $960 | $4,155-76.9% | $3,733-74.3% | $4,156-76.9% |
| Participant deferral / active EE | $1,200 | $6,844-82.5% | $6,293-80.9% | $6,407-81.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |