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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 | $2,029 | $81,668-97.5% | $58,507-96.5% | $139,487-98.5% |
| Participation rate | 82.4% | 61.3%+21.0pp | 50.9%+31.5pp | 80.3%+2.0pp |
| Annual return | 26.80% | 7430.07%-7403.3pp | 4252.32%-4225.5pp | 373.84%-347.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,825 | $2,554+10.6% | $1,922+47.0% | $6,713-57.9% |
| Admin fee / account holder | $273 | $3,212-91.5% | $2,486-89.0% | $11,407-97.6% |