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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 | $102,269 | $70,366+45.3% | $66,674+53.4% | $138,895-26.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,110 | $4,374-28.9% | $4,084-23.8% | $6,396-51.4% |
| Admin fee / account holder | $290 | $5,262-94.5% | $5,098-94.3% | $12,562-97.7% |