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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 | $65,948 | $160,070-58.8% | $147,117-55.2% | $145,897-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,826 | $8,419+76.1% | $8,065+83.8% | $6,689+121.6% |
| Admin fee / account holder | $250 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |