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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 | $19,165 | $76,608-75.0% | $56,077-65.8% | $145,877-86.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 24.05% | 3009.59%-2985.5pp | 1709.28%-1685.2pp | 551.28%-527.2pp |
| Employer contribution / active EE | $1,740 | $1,382+26.0% | $1,040+67.3% | $4,663-62.7% |
| Participant deferral / active EE | $6,552 | $2,624+149.7% | $1,954+235.3% | $6,691-2.1% |
| Admin fee / account holder | $52 | $3,325-98.4% | $2,825-98.2% | $13,402-99.6% |