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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 | $18,204 | $76,522-76.2% | $56,033-67.5% | $145,884-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.71% | 3014.28%-2996.6pp | 1711.38%-1693.7pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,736 | $1,382+25.6% | $1,041+66.8% | $4,662-62.8% |
| Participant deferral / active EE | $5,387 | $2,624+105.3% | $1,954+175.7% | $6,690-19.5% |
| Admin fee / account holder | $136 | $3,328-95.9% | $2,827-95.2% | $13,392-99.0% |