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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 | $39,216 | $88,815-55.8% | $81,882-52.1% | $145,897-73.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.08% | 1033.75%-1015.7pp | 779.47%-761.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,000 | $4,647+201.3% | $4,323+223.8% | $6,689+109.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |