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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 | $88,710-64.5% | $81,783-61.5% | $145,959-78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.96% | 1027.26%-1013.3pp | 775.05%-761.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,556 | $4,645-23.4% | $4,320-17.7% | $6,689-46.8% |
| Admin fee / account holder | $118 | $8,407-98.6% | $7,380-98.4% | $13,398-99.1% |