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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 | $12,463 | $96,691-87.1% | $86,656-85.6% | $139,487-91.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $3,034 | $3,267-7.1% | $3,025+0.3% | $4,755-36.2% |
| Participant deferral / active EE | $5,001 | $4,838+3.4% | $4,439+12.7% | $6,713-25.5% |
| Admin fee / account holder | $228 | $6,414-96.5% | $5,619-96.0% | $11,407-98.0% |