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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 | $20,280 | $102,638-80.2% | $81,991-75.3% | $158,966-87.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $780 | $3,241-75.9% | $2,498-68.8% | $4,762-83.6% |
| Participant deferral / active EE | $19,500 | $4,649+319.4% | $3,722+423.9% | $5,983+225.9% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |