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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 | $20,452 | $175,231-88.3% | $149,696-86.3% | $139,466-85.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,664 | $5,478-69.6% | $4,821-65.5% | $4,754-65.0% |
| Participant deferral / active EE | $12,571 | $6,521+92.8% | $5,682+121.2% | $6,712+87.3% |
| Admin fee / account holder | $198 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |