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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 | $13,102 | $93,117-85.9% | $77,096-83.0% | $134,532-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,424 | $3,420-58.4% | $2,814-49.4% | $4,741-70.0% |
| Participant deferral / active EE | $11,544 | $5,241+120.2% | $4,429+160.6% | $6,401+80.3% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |