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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 | $115,814-82.8% | $101,275-80.3% | $158,982-87.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,198 | $4,176-71.3% | $3,660-67.3% | $4,763-74.9% |
| Participant deferral / active EE | $5,579 | $4,958+12.5% | $4,371+27.6% | $5,983-6.8% |
| Admin fee / account holder | $11 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |