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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 | $27,065 | $90,486-70.1% | $78,676-65.6% | $273,972-90.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,458 | $3,175+134.9% | $2,850+161.7% | $4,869+53.2% |
| Participant deferral / active EE | $6,516 | $3,901+67.0% | $3,517+85.3% | $5,287+23.2% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |