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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 | $40,477 | $84,482-52.1% | $125,363-67.7% | $66,930-39.5% |
| Participation rate | 71.3% | 76.4%-5.1pp | 82.4%-11.1pp | 69.8%+1.5pp |
| Annual return | 1662.64% | -8.49%+1671.1pp | 572.15%+1090.5pp | 1.57%+1661.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $11,769 | $6,782+73.5% | $7,447+58.0% | $4,238+177.7% |
| Admin fee / account holder | $21 | $685-97.0% | $10,005-99.8% | $593-96.5% |