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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 | $19,925 | $115,780-82.8% | $101,255-80.3% | $158,931-87.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.48%-46.5pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,198 | $4,175-71.3% | $3,660-67.3% | $4,761-74.8% |
| Participant deferral / active EE | $5,579 | $4,958+12.5% | $4,370+27.6% | $5,982-6.8% |
| Admin fee / account holder | $11 | $7,246-99.8% | $5,946-99.8% | $11,247-99.9% |