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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 | $114,551 | $76,522+49.7% | $56,033+104.4% | $145,884-21.5% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.8pp | 80.3%+13.0pp |
| Annual return | 9.19% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.7pp |
| Employer contribution / active EE | $414 | $1,382-70.1% | $1,041-60.2% | $4,662-91.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |