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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 | $3,753 | $76,522-95.1% | $56,033-93.3% | $145,884-97.4% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 11.35% | 3014.28%-3002.9pp | 1711.38%-1700.0pp | 551.85%-540.5pp |
| Employer contribution / active EE | $501 | $1,382-63.8% | $1,041-51.9% | $4,662-89.3% |
| Participant deferral / active EE | $678 | $2,624-74.2% | $1,954-65.3% | $6,690-89.9% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |