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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 | $2,820 | $28,624-90.1% | $53,647-94.7% | $82,637-96.6% |
| Participation rate | 75.8% | 47.3%+28.5pp | 56.3%+19.5pp | 68.1%+7.7pp |
| Annual return | 23.09% | 664.98%-641.9pp | 358.33%-335.2pp | 53.51%-30.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $431 | $1,196-64.0% | $1,813-76.3% | $4,126-89.6% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |