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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 | $42,281 | $96,678-56.3% | $86,640-51.2% | $139,466-69.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,171 | $3,265-33.5% | $3,024-28.2% | $4,754-54.3% |
| Participant deferral / active EE | $6,771 | $4,837+40.0% | $4,438+52.6% | $6,712+0.9% |
| Admin fee / account holder | $59 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |