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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 | $25,133 | $138,114-81.8% | $125,391-80.0% | $134,545-81.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 38.60% | 750.88%-712.3pp | 572.41%-533.8pp | 418.37%-379.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,432 | $7,801-4.7% | $7,448-0.2% | $6,401+16.1% |
| Admin fee / account holder | $47 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |