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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 | $39,632 | $73,518-46.1% | $63,005-37.1% | $147,585-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.77% | 175.46%-162.7pp | 87.59%-74.8pp | 578.58%-565.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,350 | $4,183+27.9% | $3,329+60.7% | $5,439-1.6% |
| Admin fee / account holder | $207 | $5,952-96.5% | $3,599-94.3% | $10,886-98.1% |