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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 | $32,947 | $109,905-70.0% | $98,506-66.6% | $167,553-80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.77% | 1960.20%-1937.4pp | 1494.92%-1472.2pp | 478.89%-456.1pp |
| Employer contribution / active EE | $1,736 | $3,226-46.2% | $2,961-41.4% | $4,840-64.1% |
| Participant deferral / active EE | $943 | $4,674-79.8% | $4,277-77.9% | $6,343-85.1% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |