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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 | $12,597 | $180,749-93.0% | $160,784-92.2% | $137,256-90.8% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 111.18% | 2234.46%-2123.3pp | 1803.92%-1692.7pp | 220.34%-109.2pp |
| Employer contribution / active EE | $2,024 | $4,155-51.3% | $3,733-45.8% | $4,156-51.3% |
| Participant deferral / active EE | $4,253 | $6,844-37.9% | $6,293-32.4% | $6,407-33.6% |
| Admin fee / account holder | $3 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |