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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 | $36,609 | $160,070-77.1% | $147,117-75.1% | $145,897-74.9% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 16.57% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,163 | $8,419+32.6% | $8,065+38.4% | $6,689+66.9% |
| Admin fee / account holder | $139 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |