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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 | $56,124-66.7% | $96,144-80.6% | $85,854-78.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.96%-192.0pp | 318.56%-318.6pp |
| Employer contribution / active EE | $1,395 | $1,620-13.9% | $2,797-50.1% | $2,565-45.6% |
| Participant deferral / active EE | $5,677 | $2,859+98.5% | $4,349+30.5% | $3,952+43.6% |
| Admin fee / account holder | $110 | $3,769-97.1% | $5,537-98.0% | $6,260-98.2% |