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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 | $21,590 | $107,941-80.0% | $91,994-76.5% | $152,897-85.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,739 | $4,212-11.2% | $3,453+8.3% | $4,764-21.5% |
| Participant deferral / active EE | $4,712 | $6,366-26.0% | $5,924-20.5% | $5,851-19.5% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |