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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 | $2,089 | $76,519-97.3% | $56,025-96.3% | $145,897-98.6% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | 9.99% | 3017.03%-3007.0pp | 1712.69%-1702.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $884 | $2,624-66.3% | $1,955-54.8% | $6,689-86.8% |
| Admin fee / account holder | $188 | $3,331-94.4% | $2,828-93.4% | $13,390-98.6% |