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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 | $7,799 | $96,678-91.9% | $86,640-91.0% | $139,466-94.4% |
| 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 | $407 | $3,265-87.5% | $3,024-86.5% | $4,754-91.4% |
| Participant deferral / active EE | $5,147 | $4,837+6.4% | $4,438+16.0% | $6,712-23.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |