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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 | $1,495 | $81,763-98.2% | $58,561-97.4% | $139,466-98.9% |
| Participation rate | 73.3% | 61.3%+12.0pp | 50.9%+22.5pp | 80.3%-7.0pp |
| Annual return | 28.81% | 7427.77%-7399.0pp | 4251.33%-4222.5pp | 373.66%-344.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $885 | $2,555-65.4% | $1,923-54.0% | $6,712-86.8% |
| Admin fee / account holder | $183 | $3,273-94.4% | $2,520-92.7% | $11,409-98.4% |