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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 | $19,500 | $884,045-97.8% | $453,569-95.7% | $167,518-88.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 78.0%-3.0pp | 82.1%-7.1pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.43%-64.4pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,072-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $14,625 | $7,898+85.2% | $6,211+135.5% | $6,342+130.6% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,312-100.0% |