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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 | $45,148 | $106,003-57.4% | $92,236-51.1% | $147,585-69.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,444 | $4,333-66.7% | $3,679-60.7% | $4,876-70.4% |
| Participant deferral / active EE | $3,070 | $4,478-31.5% | $3,897-21.2% | $5,439-43.6% |
| Admin fee / account holder | $252 | $6,333-96.0% | $5,194-95.2% | $10,885-97.7% |