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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 | $44,699 | $156,970-71.5% | $121,210-63.1% | $139,487-68.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 1477.10%-1463.6pp | 987.41%-973.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,804 | $4,849+102.2% | $4,084+140.1% | $6,713+46.0% |
| Admin fee / account holder | $133 | $6,947-98.1% | $5,647-97.6% | $11,407-98.8% |