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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 | $11,357 | $90,530-87.5% | $76,030-85.1% | $145,897-92.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 51.52% | 625.08%-573.6pp | 361.54%-310.0pp | 552.29%-500.8pp |
| Employer contribution / active EE | $1,864 | $3,319-43.9% | $2,688-30.7% | $4,663-60.0% |
| Participant deferral / active EE | $2,682 | $5,164-48.1% | $4,257-37.0% | $6,689-59.9% |
| Admin fee / account holder | $13 | $8,383-99.9% | $6,421-99.8% | $13,390-99.9% |