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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 | $14,948 | $90,614-83.5% | $76,089-80.4% | $145,877-89.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.92% | 623.80%-611.9pp | 360.94%-349.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,340 | $5,168-16.0% | $4,259+1.9% | $6,691-35.1% |
| Admin fee / account holder | $71 | $8,376-99.2% | $6,418-98.9% | $13,402-99.5% |