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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 | $47,008 | $152,597-69.2% | $117,533-60.0% | $134,532-65.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $806 | $5,576-85.6% | $4,179-80.7% | $4,741-83.0% |
| Participant deferral / active EE | $11,023 | $4,821+128.6% | $4,072+170.7% | $6,401+72.2% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |