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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 | $4,680 | $76,785-93.9% | $56,441-91.7% | $145,959-96.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 3000.51%-2986.3pp | 1704.21%-1690.0pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,242 | $1,381-10.0% | $1,039+19.5% | $4,661-73.3% |
| Participant deferral / active EE | $1,263 | $2,624-51.9% | $1,953-35.3% | $6,689-81.1% |
| Admin fee / account holder | $152 | $3,334-95.5% | $2,829-94.6% | $13,398-98.9% |