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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 | $76,634-97.7% | $56,054-96.9% | $145,978-98.8% |
| Participation rate | 89.5% | 63.2%+26.2pp | 52.5%+37.0pp | 80.3%+9.2pp |
| Annual return | 16.40% | 3004.33%-2987.9pp | 1705.95%-1689.5pp | 550.52%-534.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $656 | $2,622-75.0% | $1,952-66.4% | $6,690-90.2% |
| Admin fee / account holder | $7 | $3,321-99.8% | $2,822-99.8% | $13,400-99.9% |