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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 | $3,180 | $76,519-95.8% | $56,025-94.3% | $145,897-97.8% |
| Participation rate | 73.7% | 63.2%+10.5pp | 52.5%+21.2pp | 80.3%-6.6pp |
| Annual return | 13.24% | 3017.03%-3003.8pp | 1712.69%-1699.4pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $830 | $2,624-68.4% | $1,955-57.5% | $6,689-87.6% |
| Admin fee / account holder | $159 | $3,331-95.2% | $2,828-94.4% | $13,390-98.8% |