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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 | $17,069 | $76,522-77.7% | $56,033-69.5% | $145,884-88.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.74% | 3014.28%-2991.5pp | 1711.38%-1688.6pp | 551.85%-529.1pp |
| Employer contribution / active EE | $7,636 | $1,382+452.4% | $1,041+633.6% | $4,662+63.8% |
| Participant deferral / active EE | $13,035 | $2,624+396.8% | $1,954+567.1% | $6,690+94.9% |
| Admin fee / account holder | $190 | $3,328-94.3% | $2,827-93.3% | $13,392-98.6% |