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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 | $13,136 | $96,678-86.4% | $86,640-84.8% | $139,466-90.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.47% | 106.69%-89.2pp | 592.52%-575.1pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,199 | $4,837-54.5% | $4,438-50.4% | $6,712-67.2% |
| Admin fee / account holder | $51 | $6,410-99.2% | $5,616-99.1% | $11,409-99.5% |