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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 | $203,541 | $110,093+84.9% | $97,295+109.2% | $145,897+39.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 54.15% | 244.76%-190.6pp | 75.62%-21.5pp | 552.29%-498.1pp |
| Employer contribution / active EE | $1,093 | $3,077-64.5% | $2,723-59.9% | $4,663-76.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5 | $6,212-99.9% | $5,646-99.9% | $13,390-100.0% |