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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 | $28,621 | $104,544-72.6% | $76,657-62.7% | $152,897-81.3% |
| Participation rate | 92.3% | 76.6%+15.7pp | 72.1%+20.2pp | 82.5%+9.9pp |
| Annual return | 27.06% | 1014.36%-987.3pp | 1166.74%-1139.7pp | 345.43%-318.4pp |
| Employer contribution / active EE | $1,484 | $3,118-52.4% | $2,303-35.6% | $4,764-68.8% |
| Participant deferral / active EE | $4,869 | $4,236+15.0% | $3,335+46.0% | $5,851-16.8% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |