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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 | $28,952 | $104,577-72.3% | $76,667-62.2% | $152,909-81.1% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.2pp | 82.5%+0.9pp |
| Annual return | 17.26% | 1014.36%-997.1pp | 1166.74%-1149.5pp | 345.46%-328.2pp |
| Employer contribution / active EE | $893 | $3,119-71.4% | $2,303-61.2% | $4,764-81.3% |
| Participant deferral / active EE | $5,008 | $4,237+18.2% | $3,336+50.1% | $5,851-14.4% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |