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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 | $31,491 | $88,754-64.5% | $81,820-61.5% | $145,877-78.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.96% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,556 | $4,648-23.5% | $4,323-17.7% | $6,691-46.9% |
| Admin fee / account holder | $118 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |