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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 | $152,980 | $102,385+49.4% | $147,080+4.0% | $80,935+89.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $10,916 | $3,717+193.7% | $4,933+121.3% | $2,757+296.0% |
| Participant deferral / active EE | $7,437 | $6,651+11.8% | $8,066-7.8% | $4,299+73.0% |
| Admin fee / account holder | $183 | $7,951-97.7% | $12,989-98.6% | $6,924-97.4% |