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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 | $14,657 | $104,106-85.9% | $71,086-79.4% | $135,379-89.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 30.96% | 1256.30%-1225.3pp | 650.59%-619.6pp | 519.79%-488.8pp |
| Employer contribution / active EE | $692 | $1,485-53.4% | $1,088-36.4% | $4,779-85.5% |
| Participant deferral / active EE | $692 | $2,527-72.6% | $1,874-63.1% | $5,609-87.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |