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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 | $6,855 | $102,595-93.3% | $94,057-92.7% | $154,746-95.6% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 80.7%-3.8pp |
| Annual return | 95.83% | 583.42%-487.6pp | 480.62%-384.8pp | 172.34%-76.5pp |
| Employer contribution / active EE | $1,454 | $3,147-53.8% | $2,933-50.4% | $4,379-66.8% |
| Participant deferral / active EE | $1,595 | $5,118-68.8% | $4,709-66.1% | $6,730-76.3% |
| Admin fee / account holder | $226 | $7,736-97.1% | $7,244-96.9% | $14,365-98.4% |