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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 | $2,427 | $76,608-96.8% | $56,077-95.7% | $145,877-98.3% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 14.88% | 3009.59%-2994.7pp | 1709.28%-1694.4pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $970 | $2,624-63.0% | $1,954-50.4% | $6,691-85.5% |
| Admin fee / account holder | $15 | $3,325-99.5% | $2,825-99.5% | $13,402-99.9% |