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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 | $9,174 | $76,519-88.0% | $56,025-83.6% | $145,897-93.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.86% | 3017.03%-3011.2pp | 1712.69%-1706.8pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,813 | $1,383+31.0% | $1,042+74.0% | $4,663-61.1% |
| Participant deferral / active EE | $1,545 | $2,624-41.1% | $1,955-20.9% | $6,689-76.9% |
| Admin fee / account holder | $168 | $3,331-95.0% | $2,828-94.1% | $13,390-98.7% |