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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 | $21,168 | $118,869-82.2% | $96,575-78.1% | $167,518-87.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,551 | $3,120+13.8% | $2,357+50.7% | $4,838-26.6% |
| Participant deferral / active EE | $17,437 | $4,616+277.8% | $3,849+353.0% | $6,342+175.0% |
| Admin fee / account holder | $4 | $8,067-100.0% | $6,182-99.9% | $12,312-100.0% |