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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 | $26,808 | $92,766-71.1% | $82,763-67.6% | $134,545-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 40.80% | 946.97%-906.2pp | 702.45%-661.6pp | 418.37%-377.6pp |
| Employer contribution / active EE | $7,014 | $3,273+114.3% | $3,008+133.2% | $4,742+47.9% |
| Participant deferral / active EE | $2,773 | $4,802-42.2% | $4,395-36.9% | $6,401-56.7% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |