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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 | $35,841 | $138,075-74.0% | $123,552-71.0% | $135,379-73.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,210 | $5,152-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $3,994 | $6,800-41.3% | $6,426-37.8% | $5,609-28.8% |
| Admin fee / account holder | $37 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |