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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 | $10,783 | $57,330-81.2% | $86,656-87.6% | $75,177-85.7% |
| Participation rate | 73.3% | 63.2%+10.1pp | 71.7%+1.6pp | 67.2%+6.1pp |
| Annual return | 0.00% | 2675.40%-2675.4pp | 593.09%-593.1pp | 160.75%-160.8pp |
| Employer contribution / active EE | $5,191 | $2,316+124.1% | $3,025+71.6% | $2,671+94.3% |
| Participant deferral / active EE | $3,025 | $3,320-8.9% | $4,439-31.9% | $4,126-26.7% |
| Admin fee / account holder | $42 | $4,115-99.0% | $5,619-99.2% | $5,651-99.3% |