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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 | $79,111 | $156,963-49.6% | $121,204-34.7% | $139,466-43.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.27% | 1476.75%-1456.5pp | 987.18%-966.9pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,405 | $4,848-9.1% | $4,083+7.9% | $6,712-34.4% |
| Admin fee / account holder | $4 | $6,953-99.9% | $5,651-99.9% | $11,409-100.0% |