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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 | $20,511 | $106,247-80.7% | $96,515-78.7% | $139,466-85.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $12,327 | $4,106+200.2% | $3,740+229.6% | $4,754+159.3% |
| Participant deferral / active EE | $11,341 | $5,456+107.9% | $4,880+132.4% | $6,712+69.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |