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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 | $59,217 | $106,923-44.6% | $84,023-29.5% | $152,909-61.3% |
| Participation rate | 73.3% | 75.3%-1.9pp | 69.0%+4.3pp | 82.5%-9.1pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,068 | $2,735-60.9% | $1,984-46.1% | $4,764-77.6% |
| Participant deferral / active EE | $4,726 | $4,013+17.8% | $3,239+45.9% | $5,851-19.2% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |