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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 | $9,997 | $100,938-90.1% | $90,461-88.9% | $158,982-93.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 64.20% | 1727.20%-1663.0pp | 1294.76%-1230.6pp | 302.99%-238.8pp |
| Employer contribution / active EE | $1,478 | $3,691-60.0% | $3,264-54.7% | $4,763-69.0% |
| Participant deferral / active EE | $4,015 | $4,350-7.7% | $3,964+1.3% | $5,983-32.9% |
| Admin fee / account holder | $24 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |