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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 | $33,577 | $108,911-69.2% | $100,392-66.6% | $145,884-77.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 58.23%-58.2pp | 49.45%-49.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,072 | $4,420-30.5% | $3,941-22.1% | $4,662-34.1% |
| Participant deferral / active EE | $23,000 | $8,459+171.9% | $8,090+184.3% | $6,690+243.8% |
| Admin fee / account holder | $5 | $9,698-99.9% | $7,904-99.9% | $13,392-100.0% |