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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 | $1,707 | $28,624-94.0% | $53,647-96.8% | $82,637-97.9% |
| Participation rate | 81.7% | 47.3%+34.4pp | 56.3%+25.4pp | 68.1%+13.6pp |
| Annual return | 23.02% | 664.98%-642.0pp | 358.33%-335.3pp | 53.51%-30.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $428 | $1,196-64.2% | $1,813-76.4% | $4,126-89.6% |
| Admin fee / account holder | $170 | $2,022-91.6% | $2,460-93.1% | $7,339-97.7% |