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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 | $22,009 | $96,678-77.2% | $86,640-74.6% | $139,466-84.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 23.90% | 106.69%-82.8pp | 592.52%-568.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $3,007 | $3,265-7.9% | $3,024-0.6% | $4,754-36.8% |
| Participant deferral / active EE | $4,709 | $4,837-2.6% | $4,438+6.1% | $6,712-29.8% |
| Admin fee / account holder | $50 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |