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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 | $28,698 | $85,766-66.5% | $136,298-78.9% | $70,126-59.1% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 53.40% | 31.46%+21.9pp | 5156.27%-5102.9pp | 73.15%-19.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,325 | $5,051+104.4% | $6,247+65.3% | $3,332+209.9% |
| Admin fee / account holder | $118 | $5,421-97.8% | $9,244-98.7% | $4,645-97.5% |