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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 | $76,608-83.5% | $56,077-77.5% | $145,877-91.4% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 25.52% | 3009.59%-2984.1pp | 1709.28%-1683.8pp | 551.28%-525.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,583 | $2,624+150.9% | $1,954+236.9% | $6,691-1.6% |
| Admin fee / account holder | $65 | $3,325-98.0% | $2,825-97.7% | $13,402-99.5% |