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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 | $157,118 | $84,713+85.5% | $75,717+107.5% | $167,518-6.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.94% | 199.49%-181.6pp | 104.58%-86.6pp | 478.71%-460.8pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,333 | $4,578-27.2% | $3,821-12.8% | $6,342-47.4% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |