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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 | $14,357 | $29,716-51.7% | $56,077-74.4% | $80,925-82.3% |
| Participation rate | 90.7% | 41.7%+49.0pp | 52.5%+38.2pp | 67.7%+23.0pp |
| Annual return | 335.43% | 35.30%+300.1pp | 1709.28%-1373.8pp | 35.65%+299.8pp |
| Employer contribution / active EE | $3,578 | $671+433.2% | $1,040+243.9% | $2,756+29.8% |
| Participant deferral / active EE | $1,892 | $1,228+54.0% | $1,954-3.2% | $4,299-56.0% |
| Admin fee / account holder | $2 | $2,432-99.9% | $2,825-99.9% | $6,940-100.0% |