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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 | $47,310 | $90,607-47.8% | $79,467-40.5% | $135,380-65.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 16.34% | 977.74%-961.4pp | 718.30%-702.0pp | 519.81%-503.5pp |
| Employer contribution / active EE | $5,952 | $3,068+94.0% | $2,800+112.6% | $4,779+24.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $41 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |