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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 | $3,309 | $76,608-95.7% | $56,077-94.1% | $145,877-97.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 15.81% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,110 | $2,624-57.7% | $1,954-43.2% | $6,691-83.4% |
| Admin fee / account holder | $56 | $3,325-98.3% | $2,825-98.0% | $13,402-99.6% |