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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 | $160,040-58.8% | $147,096-55.2% | $145,877-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,826 | $8,429+75.9% | $8,071+83.7% | $6,691+121.6% |
| Admin fee / account holder | $250 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |