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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 | $52,209 | $109,872-52.5% | $98,483-47.0% | $167,536-68.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.67% | 1959.31%-1945.6pp | 1494.38%-1480.7pp | 478.82%-465.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,001 | $4,673-57.2% | $4,276-53.2% | $6,342-68.4% |
| Admin fee / account holder | $23 | $6,757-99.7% | $5,953-99.6% | $12,315-99.8% |