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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 | $70,339 | $105,200-33.1% | $159,474-55.9% | $85,847-18.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,286 | $3,319-31.1% | $4,831-52.7% | $2,565-10.9% |
| Participant deferral / active EE | $7,134 | $5,946+20.0% | $7,353-3.0% | $3,952+80.5% |
| Admin fee / account holder | $294 | $6,934-95.8% | $10,802-97.3% | $6,261-95.3% |