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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 | $52,657 | $102,595-48.7% | $94,057-44.0% | $154,746-66.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.32% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $15,530 | $3,147+393.4% | $2,933+429.5% | $4,379+254.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |