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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 | $3,073 | $76,519-96.0% | $56,025-94.5% | $145,897-97.9% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 18.14% | 3017.03%-2998.9pp | 1712.69%-1694.5pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $946 | $2,624-64.0% | $1,955-51.6% | $6,689-85.9% |
| Admin fee / account holder | $117 | $3,331-96.5% | $2,828-95.8% | $13,390-99.1% |