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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 | $10,669 | $136,433-92.2% | $98,864-89.2% | $167,553-93.6% |
| Participation rate | 100.0% | 70.3%+29.7pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 67.76%-67.8pp | 50.03%-50.0pp | 478.89%-478.9pp |
| Employer contribution / active EE | $727 | $2,636-72.4% | $2,070-64.9% | $4,840-85.0% |
| Participant deferral / active EE | $9,790 | $3,721+163.1% | $3,037+222.3% | $6,343+54.4% |
| Admin fee / account holder | $2 | $5,039-100.0% | $4,080-100.0% | $12,316-100.0% |