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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 | $76,522-83.5% | $56,033-77.5% | $145,884-91.4% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 25.52% | 3014.28%-2988.8pp | 1711.38%-1685.9pp | 551.85%-526.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,583 | $2,624+150.9% | $1,954+236.9% | $6,690-1.6% |
| Admin fee / account holder | $65 | $3,328-98.0% | $2,827-97.7% | $13,392-99.5% |