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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 | $28,558 | $103,008-72.3% | $90,304-68.4% | $152,897-81.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,223 | $3,139-29.2% | $2,855-22.1% | $4,764-53.3% |
| Participant deferral / active EE | $4,994 | $4,281+16.7% | $3,885+28.6% | $5,851-14.6% |
| Admin fee / account holder | $89 | $6,175-98.6% | $5,354-98.3% | $11,599-99.2% |