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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 | $19,231 | $81,749-76.5% | $58,544-67.2% | $139,456-86.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 61.44% | 7425.45%-7364.0pp | 4249.56%-4188.1pp | 373.45%-312.0pp |
| Employer contribution / active EE | $883 | $1,398-36.8% | $1,053-16.1% | $4,753-81.4% |
| Participant deferral / active EE | $13,700 | $2,555+436.2% | $1,923+612.4% | $6,711+104.1% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |