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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 | $44,576 | $95,975-53.6% | $74,552-40.2% | $135,382-67.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,547 | $2,716-43.1% | $1,961-21.1% | $4,779-67.6% |
| Participant deferral / active EE | $12,483 | $3,844+224.8% | $3,108+301.6% | $5,609+122.6% |
| Admin fee / account holder | $3 | $6,522-99.9% | $5,060-99.9% | $10,829-100.0% |