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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 | $187,173 | $111,878+67.3% | $93,727+99.7% | $145,897+28.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 204.28%-204.3pp | 133.83%-133.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $780 | $3,092-74.8% | $2,421-67.8% | $4,663-83.3% |
| Participant deferral / active EE | $2,216 | $4,920-55.0% | $4,417-49.8% | $6,689-66.9% |
| Admin fee / account holder | $224 | $10,256-97.8% | $8,292-97.3% | $13,390-98.3% |