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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 | $1,762 | $28,624-93.8% | $53,647-96.7% | $82,637-97.9% |
| Participation rate | 71.4% | 47.3%+24.2pp | 56.3%+15.1pp | 68.1%+3.4pp |
| Annual return | 26.60% | 664.98%-638.4pp | 358.33%-331.7pp | 53.51%-26.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $545 | $1,196-54.5% | $1,813-70.0% | $4,126-86.8% |
| Admin fee / account holder | $51 | $2,022-97.5% | $2,460-97.9% | $7,339-99.3% |