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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 | $11,783 | $81,763-85.6% | $58,561-79.9% | $139,466-91.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 37.79% | 7427.77%-7390.0pp | 4251.33%-4213.5pp | 373.66%-335.9pp |
| Employer contribution / active EE | $2,965 | $1,398+112.1% | $1,053+181.5% | $4,754-37.6% |
| Participant deferral / active EE | $4,452 | $2,555+74.2% | $1,923+131.5% | $6,712-33.7% |
| Admin fee / account holder | $113 | $3,273-96.6% | $2,520-95.5% | $11,409-99.0% |