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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 | $3,589 | $76,519-95.3% | $56,025-93.6% | $145,897-97.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.83% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,943 | $2,624-26.0% | $1,955-0.6% | $6,689-71.0% |
| Admin fee / account holder | $7 | $3,331-99.8% | $2,828-99.7% | $13,390-99.9% |