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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 | $20,385 | $93,117-78.1% | $77,096-73.6% | $134,532-84.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $8,594 | $3,420+151.3% | $2,814+205.4% | $4,741+81.3% |
| Participant deferral / active EE | $6,131 | $5,241+17.0% | $4,429+38.4% | $6,401-4.2% |
| Admin fee / account holder | $50 | $6,948-99.3% | $5,428-99.1% | $11,429-99.6% |