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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 | $72,400 | $106,551-32.1% | $91,225-20.6% | $134,532-46.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,755 | $3,331-47.3% | $2,851-38.5% | $4,741-63.0% |
| Participant deferral / active EE | $8,515 | $4,718+80.5% | $4,233+101.1% | $6,401+33.0% |
| Admin fee / account holder | $2 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |