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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 | $14,296 | $81,696-82.5% | $70,494-79.7% | $158,982-91.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.70%-208.7pp | 109.16%-109.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,225 | $3,220+0.2% | $2,738+17.8% | $4,763-32.3% |
| Participant deferral / active EE | $8,999 | $4,558+97.4% | $3,711+142.5% | $5,983+50.4% |
| Admin fee / account holder | $23 | $6,200-99.6% | $3,848-99.4% | $11,252-99.8% |