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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 | $68,112 | $149,040-54.3% | $120,225-43.3% | $137,256-50.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.52% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,263 | $4,655+206.4% | $3,999+256.7% | $6,407+122.6% |
| Admin fee / account holder | $92 | $6,348-98.6% | $5,696-98.4% | $12,270-99.3% |