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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 | $15,557 | $76,522-79.7% | $56,033-72.2% | $145,884-89.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 3014.28%-2999.7pp | 1711.38%-1696.8pp | 551.85%-537.3pp |
| Employer contribution / active EE | $73 | $1,382-94.8% | $1,041-93.0% | $4,662-98.4% |
| Participant deferral / active EE | $6,428 | $2,624+145.0% | $1,954+229.0% | $6,690-3.9% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |