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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 | $116,243 | $155,833-25.4% | $124,693-6.8% | $167,536-30.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.66% | 17.98%+9.7pp | 5144.19%-5116.5pp | 478.82%-451.2pp |
| Employer contribution / active EE | $909 | $4,164-78.2% | $3,324-72.7% | $4,839-81.2% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $101 | $9,534-98.9% | $7,494-98.7% | $12,315-99.2% |