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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 | $11,638 | $96,678-88.0% | $86,640-86.6% | $139,466-91.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 95.48% | 106.69%-11.2pp | 592.52%-497.0pp | 373.66%-278.2pp |
| Employer contribution / active EE | $17,045 | $3,265+422.0% | $3,024+463.6% | $4,754+258.5% |
| Participant deferral / active EE | $1,194 | $4,837-75.3% | $4,438-73.1% | $6,712-82.2% |
| Admin fee / account holder | $11 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |