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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 | $16,507 | $72,396-77.2% | $67,511-75.5% | $145,959-88.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.39% | 7194.07%-7177.7pp | 3517.41%-3501.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,957 | $3,071-36.3% | $2,733-28.4% | $4,661-58.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $62 | $5,538-98.9% | $3,999-98.5% | $13,398-99.5% |