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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 | $13,641 | $88,702-84.6% | $81,780-83.3% | $145,978-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 120.37% | 1029.12%-908.7pp | 776.27%-655.9pp | 550.52%-430.1pp |
| Employer contribution / active EE | $3,158 | $3,084+2.4% | $2,914+8.4% | $4,662-32.3% |
| Participant deferral / active EE | $9,364 | $4,645+101.6% | $4,321+116.7% | $6,690+40.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |