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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 | $14,917 | $85,171-82.5% | $172,753-91.4% | $72,976-79.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 472.87% | 27.32%+445.6pp | 803.00%-330.1pp | 81.02%+391.9pp |
| Employer contribution / active EE | $1,789 | $3,324-46.2% | $5,144-65.2% | $2,440-26.7% |
| Participant deferral / active EE | $3,037 | $3,260-6.8% | $5,198-41.6% | $3,608-15.8% |
| Admin fee / account holder | $292 | $5,880-95.0% | $13,956-97.9% | $5,124-94.3% |