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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 | $7,272 | $92,684-92.2% | $82,706-91.2% | $134,509-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,630 | $3,272-50.2% | $3,007-45.8% | $4,741-65.6% |
| Participant deferral / active EE | $4,942 | $4,800+3.0% | $4,394+12.5% | $6,400-22.8% |
| Admin fee / account holder | $10 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |