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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 | $48,827 | $96,691-49.5% | $86,656-43.7% | $139,487-65.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.97% | 106.87%-86.9pp | 593.09%-573.1pp | 373.84%-353.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,270 | $4,838+70.9% | $4,439+86.3% | $6,713+23.2% |
| Admin fee / account holder | $96 | $6,414-98.5% | $5,619-98.3% | $11,407-99.2% |