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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 | $2,754 | $76,519-96.4% | $56,025-95.1% | $145,897-98.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.97% | 3017.03%-3007.1pp | 1712.69%-1702.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $995 | $2,624-62.1% | $1,955-49.1% | $6,689-85.1% |
| Admin fee / account holder | $86 | $3,331-97.4% | $2,828-96.9% | $13,390-99.4% |