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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 | $18,920 | $109,872-82.8% | $98,483-80.8% | $167,536-88.7% |
| Participation rate | 70.8% | 75.8%-5.0pp | 73.3%-2.5pp | 82.1%-11.3pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,927 | $3,225-40.3% | $2,961-34.9% | $4,839-60.2% |
| Participant deferral / active EE | $3,513 | $4,673-24.8% | $4,276-17.8% | $6,342-44.6% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |