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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 | $20,799 | $138,072-84.9% | $123,549-83.2% | $135,382-84.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $12,138 | $5,152+135.6% | $4,628+162.3% | $4,779+154.0% |
| Participant deferral / active EE | $5,995 | $6,799-11.8% | $6,426-6.7% | $5,609+6.9% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |