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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 | $1,603 | $28,624-94.4% | $53,647-97.0% | $82,637-98.1% |
| Participation rate | 71.9% | 47.3%+24.6pp | 56.3%+15.6pp | 68.1%+3.8pp |
| Annual return | 23.31% | 664.98%-641.7pp | 358.33%-335.0pp | 53.51%-30.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $372 | $1,196-68.9% | $1,813-79.5% | $4,126-91.0% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |