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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 | $80,023 | $100,895-20.7% | $90,430-11.5% | $158,950-49.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.16% | 1725.54%-1703.4pp | 1293.73%-1271.6pp | 302.91%-280.8pp |
| Employer contribution / active EE | $405 | $3,689-89.0% | $3,262-87.6% | $4,762-91.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |