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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 | $29,235 | $157,304-81.4% | $141,197-79.3% | $152,909-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,900 | $5,263-6.9% | $4,736+3.5% | $4,764+2.9% |
| Participant deferral / active EE | $13,443 | $7,111+89.0% | $6,710+100.3% | $5,851+129.7% |
| Admin fee / account holder | $63 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |