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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 | $18,692 | $56,134-66.7% | $96,192-80.6% | $85,851-78.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.09%-192.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,395 | $1,620-13.9% | $2,799-50.2% | $2,565-45.6% |
| Participant deferral / active EE | $5,677 | $2,858+98.7% | $4,351+30.5% | $3,952+43.6% |
| Admin fee / account holder | $110 | $3,769-97.1% | $5,539-98.0% | $6,261-98.2% |