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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 | $25,505 | $226,105-88.7% | $182,540-86.0% | $152,897-83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $10,883 | $4,978+118.6% | $4,076+167.0% | $4,764+128.5% |
| Participant deferral / active EE | $13,058 | $6,370+105.0% | $5,525+136.3% | $5,851+123.2% |
| Admin fee / account holder | $45 | $10,706-99.6% | $8,593-99.5% | $11,599-99.6% |