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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 | $23,247 | $110,801-79.0% | $86,615-73.2% | $167,536-86.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,200 | $3,245-63.0% | $2,496-51.9% | $4,839-75.2% |
| Participant deferral / active EE | $20,800 | $4,547+357.5% | $3,699+462.3% | $6,342+228.0% |
| Admin fee / account holder | $40 | $8,417-99.5% | $5,830-99.3% | $12,315-99.7% |