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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 | $26,796 | $96,678-72.3% | $86,640-69.1% | $139,466-80.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.60% | 106.69%-81.1pp | 592.52%-566.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $7,629 | $3,265+133.6% | $3,024+152.3% | $4,754+60.5% |
| Participant deferral / active EE | $6,022 | $4,837+24.5% | $4,438+35.7% | $6,712-10.3% |
| Admin fee / account holder | $70 | $6,410-98.9% | $5,616-98.8% | $11,409-99.4% |