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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 | $3,456 | $70,366-95.1% | $66,674-94.8% | $138,895-97.5% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 19.96% | 386.41%-366.5pp | 321.24%-301.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |