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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 | $37,334 | $75,832-50.8% | $147,617-74.7% | $59,633-37.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.05% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,759 | $3,485+65.3% | $5,564+3.5% | $2,203+161.4% |
| Participant deferral / active EE | $5,636 | $3,131+80.0% | $4,895+15.1% | $3,192+76.6% |
| Admin fee / account holder | $274 | $5,986-95.4% | $11,612-97.6% | $4,297-93.6% |