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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 | $18,704 | $160,070-88.3% | $147,117-87.3% | $145,897-87.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 21.20% | 98.69%-77.5pp | 420.54%-399.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,414 | $8,419+47.4% | $8,065+53.9% | $6,689+85.6% |
| Admin fee / account holder | $156 | $15,035-99.0% | $12,993-98.8% | $13,390-98.8% |