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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 | $69,092 | $152,619-54.7% | $125,195-44.8% | $152,909-54.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,400 | $4,947-31.3% | $3,866-12.1% | $4,764-28.6% |
| Participant deferral / active EE | $10,933 | $5,869+86.3% | $4,937+121.4% | $5,851+86.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |