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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 | $24,436 | $156,927-84.4% | $121,169-79.8% | $139,456-82.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.49% | 1475.85%-1454.4pp | 986.71%-965.2pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,650 | $4,848-24.7% | $4,083-10.6% | $6,711-45.6% |
| Admin fee / account holder | $91 | $6,946-98.7% | $5,645-98.4% | $11,407-99.2% |