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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 | $42,295 | $119,143-64.5% | $88,632-52.3% | $152,909-72.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 48.12%-48.1pp | 43.75%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,764 | $2,675-34.0% | $2,101-16.0% | $4,764-63.0% |
| Participant deferral / active EE | $6,978 | $3,555+96.3% | $2,917+139.2% | $5,851+19.3% |
| Admin fee / account holder | $112 | $5,875-98.1% | $4,308-97.4% | $11,601-99.0% |