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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 | $38,351 | $73,546-47.9% | $63,018-39.1% | $147,586-74.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.18% | 175.56%-158.4pp | 87.62%-70.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,067 | $4,185-2.8% | $3,330+22.1% | $5,439-25.2% |
| Admin fee / account holder | $277 | $5,956-95.3% | $3,601-92.3% | $10,886-97.5% |