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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 | $3,639 | $81,668-95.5% | $58,507-93.8% | $139,487-97.4% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.6pp |
| Annual return | 33.54% | 7430.07%-7396.5pp | 4252.32%-4218.8pp | 373.84%-340.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,714 | $2,554-32.9% | $1,922-10.8% | $6,713-74.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |