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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 | $20,451 | $124,175-83.5% | $108,405-81.1% | $167,553-87.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.22% | 1380.13%-1361.9pp | 905.55%-887.3pp | 478.89%-460.7pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,899 | $6,908-14.6% | $6,563-10.1% | $6,343-7.0% |
| Admin fee / account holder | $74 | $9,457-99.2% | $7,297-99.0% | $12,316-99.4% |