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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 | $16,285 | $118,875-86.3% | $96,572-83.1% | $167,553-90.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $8,000 | $3,121+156.3% | $2,357+239.4% | $4,840+65.3% |
| Participant deferral / active EE | $8,000 | $4,617+73.3% | $3,850+107.8% | $6,343+26.1% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |