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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 | $22,971 | $90,607-74.6% | $79,467-71.1% | $135,380-83.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 13.34% | 977.74%-964.4pp | 718.30%-705.0pp | 519.81%-506.5pp |
| Employer contribution / active EE | $2,056 | $3,068-33.0% | $2,800-26.6% | $4,779-57.0% |
| Participant deferral / active EE | $1,349 | $4,050-66.7% | $3,704-63.6% | $5,609-76.0% |
| Admin fee / account holder | $98 | $5,895-98.3% | $5,104-98.1% | $10,828-99.1% |