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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 | $1,322 | $76,608-98.3% | $56,077-97.6% | $145,877-99.1% |
| Participation rate | 76.5% | 63.2%+13.2pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 45.71% | 3009.59%-2963.9pp | 1709.28%-1663.6pp | 551.28%-505.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,238 | $2,624-52.8% | $1,954-36.7% | $6,691-81.5% |
| Admin fee / account holder | $94 | $3,325-97.2% | $2,825-96.7% | $13,402-99.3% |