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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 | $1,978 | $76,608-97.4% | $56,077-96.5% | $145,877-98.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 16.24% | 3009.59%-2993.3pp | 1709.28%-1693.0pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $804 | $2,624-69.4% | $1,954-58.8% | $6,691-88.0% |
| Admin fee / account holder | $281 | $3,325-91.5% | $2,825-90.1% | $13,402-97.9% |