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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 | $20,162 | $107,363-81.2% | $92,909-78.3% | $152,897-86.8% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,317 | $4,222-45.1% | $3,653-36.6% | $4,764-51.4% |
| Participant deferral / active EE | $6,177 | $4,848+27.4% | $4,238+45.7% | $5,851+5.6% |
| Admin fee / account holder | $207 | $7,082-97.1% | $5,795-96.4% | $11,599-98.2% |