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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 | $9,298 | $28,624-67.5% | $53,647-82.7% | $82,637-88.7% |
| Participation rate | 80.8% | 47.3%+33.5pp | 56.3%+24.5pp | 68.1%+12.7pp |
| Annual return | 88.83% | 664.98%-576.2pp | 358.33%-269.5pp | 53.51%+35.3pp |
| Employer contribution / active EE | $898 | $637+41.0% | $962-6.7% | $2,552-64.8% |
| Participant deferral / active EE | $2,189 | $1,196+83.0% | $1,813+20.7% | $4,126-47.0% |
| Admin fee / account holder | $41 | $2,022-98.0% | $2,460-98.4% | $7,339-99.4% |