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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 | $1,583 | $76,522-97.9% | $56,033-97.2% | $145,884-98.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 18.02% | 3014.28%-2996.3pp | 1711.38%-1693.4pp | 551.85%-533.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $725 | $2,624-72.4% | $1,954-62.9% | $6,690-89.2% |
| Admin fee / account holder | $57 | $3,328-98.3% | $2,827-98.0% | $13,392-99.6% |