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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 | $22,825 | $105,145-78.3% | $94,664-75.9% | $139,466-83.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.61% | 38.09%-17.5pp | 156.84%-136.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,072 | $7,599+111.5% | $7,417+116.7% | $6,712+139.5% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |