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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 | $104,577-43.6% | $76,667-23.1% | $152,909-61.4% |
| Participation rate | 90.9% | 76.6%+14.3pp | 72.1%+18.8pp | 82.5%+8.5pp |
| Annual return | 16.46% | 1014.36%-997.9pp | 1166.74%-1150.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $886 | $3,119-71.6% | $2,303-61.5% | $4,764-81.4% |
| Participant deferral / active EE | $2,895 | $4,237-31.7% | $3,336-13.2% | $5,851-50.5% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |