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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 | $12,877 | $106,551-87.9% | $91,225-85.9% | $134,532-90.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,094 | $3,331+22.9% | $2,851+43.6% | $4,741-13.6% |
| Participant deferral / active EE | $5,634 | $4,718+19.4% | $4,233+33.1% | $6,401-12.0% |
| Admin fee / account holder | $42 | $6,234-99.3% | $5,422-99.2% | $11,429-99.6% |