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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 | $79,848 | $100,938-20.9% | $90,461-11.7% | $158,982-49.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.92% | 1727.20%-1713.3pp | 1294.76%-1280.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $188 | $3,691-94.9% | $3,264-94.3% | $4,763-96.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |