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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 | $22,041 | $115,810-81.0% | $101,271-78.2% | $158,966-86.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $7,249 | $4,175+73.6% | $3,660+98.1% | $4,762+52.2% |
| Participant deferral / active EE | $11,879 | $4,958+139.6% | $4,371+171.8% | $5,983+98.5% |
| Admin fee / account holder | $40 | $7,248-99.4% | $5,948-99.3% | $11,250-99.6% |