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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 | $45,871 | $73,546-37.6% | $63,018-27.2% | $147,586-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.31% | 175.56%-166.3pp | 87.62%-78.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,952 | $4,185-29.5% | $3,330-11.4% | $5,439-45.7% |
| Admin fee / account holder | $46 | $5,956-99.2% | $3,601-98.7% | $10,886-99.6% |