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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 | $28,941 | $185,856-84.4% | $170,028-83.0% | $139,456-79.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,957 | $7,593-47.9% | $6,788-41.7% | $4,753-16.7% |
| Participant deferral / active EE | $13,515 | $11,623+16.3% | $10,409+29.8% | $6,711+101.4% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |