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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 | $55,350 | $107,363-48.4% | $92,909-40.4% | $152,897-63.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $5,310 | $4,222+25.8% | $3,653+45.3% | $4,764+11.5% |
| Participant deferral / active EE | $5,450 | $4,848+12.4% | $4,238+28.6% | $5,851-6.9% |
| Admin fee / account holder | $126 | $7,082-98.2% | $5,795-97.8% | $11,599-98.9% |