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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 | $47,496 | $148,582-68.0% | $135,942-65.1% | $139,456-65.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $19,000 | $5,245+262.3% | $4,858+291.1% | $4,753+299.8% |
| Participant deferral / active EE | $30,000 | $8,101+270.3% | $7,759+286.7% | $6,711+347.0% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |