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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 | $5,234 | $76,519-93.2% | $56,025-90.7% | $145,897-96.4% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 14.19% | 3017.03%-3002.8pp | 1712.69%-1698.5pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,927 | $2,624+11.5% | $1,955+49.7% | $6,689-56.3% |
| Admin fee / account holder | $89 | $3,331-97.3% | $2,828-96.8% | $13,390-99.3% |