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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 | $13,766 | $104,924-86.9% | $84,623-83.7% | $152,885-91.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,410 | $3,302-27.0% | $2,652-9.1% | $4,763-49.4% |
| Participant deferral / active EE | $9,970 | $4,689+112.6% | $3,899+155.7% | $5,851+70.4% |
| Admin fee / account holder | $30 | $6,242-99.5% | $4,913-99.4% | $11,598-99.7% |