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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 | $47,334 | $160,070-70.4% | $147,117-67.8% | $145,897-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,340 | $8,419+165.3% | $8,065+177.0% | $6,689+234.0% |
| Admin fee / account holder | $159 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |