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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 | $37,610 | $184,000-79.6% | $162,185-76.8% | $152,909-75.4% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.5%-3.3pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,836 | $6,370-55.5% | $5,613-49.5% | $4,764-40.5% |
| Participant deferral / active EE | $9,150 | $8,033+13.9% | $7,297+25.4% | $5,851+56.4% |
| Admin fee / account holder | $293 | $13,124-97.8% | $10,844-97.3% | $11,601-97.5% |