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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 | $37,076 | $198,457-81.3% | $170,435-78.2% | $147,586-74.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,316 | $6,183-78.7% | $5,432-75.8% | $4,876-73.0% |
| Participant deferral / active EE | $4,006 | $5,629-28.8% | $4,939-18.9% | $5,439-26.3% |
| Admin fee / account holder | $97 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |