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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 | $11,061 | $76,522-85.5% | $56,033-80.3% | $145,884-92.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 17.92% | 3014.28%-2996.4pp | 1711.38%-1693.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,904 | $2,624+86.9% | $1,954+150.9% | $6,690-26.7% |
| Admin fee / account holder | $37 | $3,328-98.9% | $2,827-98.7% | $13,392-99.7% |