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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 | $94,992 | $72,071+31.8% | $68,368+38.9% | $137,256-30.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 67.09% | 353.14%-286.0pp | 292.57%-225.5pp | 220.34%-153.2pp |
| Employer contribution / active EE | $1,370 | $2,788-50.9% | $2,649-48.3% | $4,156-67.0% |
| Participant deferral / active EE | $11,974 | $4,410+171.5% | $4,123+190.4% | $6,407+86.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |