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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 | $13,637 | $70,366-80.6% | $66,674-79.5% | $138,895-90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 27.54% | 386.41%-358.9pp | 321.24%-293.7pp | 145.39%-117.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,500 | $4,374+25.7% | $4,084+34.7% | $6,396-14.0% |
| Admin fee / account holder | $41 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |