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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 | $58,958 | $104,513-43.6% | $76,824-23.3% | $152,870-61.4% |
| Participation rate | 90.9% | 76.6%+14.3pp | 72.1%+18.8pp | 82.4%+8.5pp |
| Annual return | 16.46% | 1013.70%-997.2pp | 1166.26%-1149.8pp | 345.34%-328.9pp |
| Employer contribution / active EE | $886 | $3,117-71.6% | $2,302-61.5% | $4,763-81.4% |
| Participant deferral / active EE | $2,895 | $4,236-31.7% | $3,336-13.2% | $5,850-50.5% |
| Admin fee / account holder | $0 | $12,279-100.0% | $6,421-100.0% | $11,597-100.0% |