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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 | $5,790 | $76,608-92.4% | $56,077-89.7% | $145,877-96.0% |
| Participation rate | 88.9% | 63.2%+25.6pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 19.69% | 3009.59%-2989.9pp | 1709.28%-1689.6pp | 551.28%-531.6pp |
| Employer contribution / active EE | $897 | $1,382-35.0% | $1,040-13.7% | $4,663-80.8% |
| Participant deferral / active EE | $1,607 | $2,624-38.8% | $1,954-17.8% | $6,691-76.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |