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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 | $3,533 | $76,522-95.4% | $56,033-93.7% | $145,884-97.6% |
| Participation rate | 76.5% | 63.2%+13.2pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 13.70% | 3014.28%-3000.6pp | 1711.38%-1697.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,160 | $2,624-55.8% | $1,954-40.6% | $6,690-82.7% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |