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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 | $1,388 | $76,519-98.2% | $56,025-97.5% | $145,897-99.0% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 11.97% | 3017.03%-3005.1pp | 1712.69%-1700.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $630 | $2,624-76.0% | $1,955-67.7% | $6,689-90.6% |
| Admin fee / account holder | $49 | $3,331-98.5% | $2,828-98.3% | $13,390-99.6% |