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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 | $45,647 | $149,040-69.4% | $120,225-62.0% | $137,256-66.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.59% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,100 | $4,655+31.1% | $3,999+52.5% | $6,407-4.8% |
| Admin fee / account holder | $165 | $6,348-97.4% | $5,696-97.1% | $12,270-98.7% |