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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 | $12,615 | $76,519-83.5% | $56,025-77.5% | $145,897-91.4% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 25.52% | 3017.03%-2991.5pp | 1712.69%-1687.2pp | 552.29%-526.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,583 | $2,624+150.8% | $1,955+236.8% | $6,689-1.6% |
| Admin fee / account holder | $65 | $3,331-98.0% | $2,828-97.7% | $13,390-99.5% |