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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 | $33,999 | $112,121-69.7% | $95,960-64.6% | $158,966-78.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,688 | $3,199-47.2% | $2,541-33.6% | $4,762-64.6% |
| Participant deferral / active EE | $5,418 | $4,784+13.2% | $4,167+30.0% | $5,983-9.5% |
| Admin fee / account holder | $43 | $10,135-99.6% | $6,797-99.4% | $11,250-99.6% |