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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 | $28,356 | $118,875-76.1% | $96,572-70.6% | $167,553-83.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $5,146 | $3,121+64.9% | $2,357+118.3% | $4,840+6.3% |
| Participant deferral / active EE | $22,169 | $4,617+380.2% | $3,850+475.9% | $6,343+249.5% |
| Admin fee / account holder | $45 | $8,070-99.4% | $6,183-99.3% | $12,316-99.6% |