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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 | $1,734 | $76,519-97.7% | $56,025-96.9% | $145,897-98.8% |
| Participation rate | 89.5% | 63.2%+26.2pp | 52.5%+37.0pp | 80.3%+9.2pp |
| Annual return | 16.40% | 3017.03%-3000.6pp | 1712.69%-1696.3pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $656 | $2,624-75.0% | $1,955-66.4% | $6,689-90.2% |
| Admin fee / account holder | $7 | $3,331-99.8% | $2,828-99.8% | $13,390-99.9% |