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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 | $58,077 | $160,028-63.7% | $147,080-60.5% | $145,884-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 98.60%-86.7pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,396 | $8,422-59.7% | $8,066-57.9% | $6,690-49.2% |
| Admin fee / account holder | $246 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |