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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 | $36,785 | $169,361-78.3% | $129,397-71.6% | $145,877-74.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.67% | 14395.54%-14384.9pp | 9453.98%-9443.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,777 | $4,987-64.4% | $4,167-57.4% | $6,691-73.4% |
| Admin fee / account holder | $75 | $9,903-99.2% | $7,679-99.0% | $13,402-99.4% |