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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 | $9,965 | $96,643-89.7% | $86,617-88.5% | $139,456-92.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 58.25% | 106.57%-48.3pp | 591.91%-533.7pp | 373.45%-315.2pp |
| Employer contribution / active EE | $3,235 | $3,264-0.9% | $3,023+7.0% | $4,753-31.9% |
| Participant deferral / active EE | $4,444 | $4,835-8.1% | $4,437+0.2% | $6,711-33.8% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |