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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 | $14,066 | $95,601-85.3% | $77,183-81.8% | $139,456-89.9% |
| Participation rate | 72.7% | 74.0%-1.2pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 0.00% | 54.96%-55.0pp | 37.89%-37.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $12,315 | $3,145+291.6% | $2,534+386.1% | $4,753+159.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,833-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17 | $8,302-99.8% | $5,475-99.7% | $11,407-99.9% |