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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 | $17,109 | $152,597-88.8% | $117,533-85.4% | $134,532-87.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 1782.57% | 53.04%+1729.5pp | 29.77%+1752.8pp | 418.27%+1364.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,550 | $4,821+15.1% | $4,072+36.3% | $6,401-13.3% |
| Admin fee / account holder | $29 | $7,007-99.6% | $5,647-99.5% | $11,429-99.7% |