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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 | $126,648 | $107,944+17.3% | $91,994+37.7% | $152,885-17.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,561 | $4,210-62.9% | $3,452-54.8% | $4,763-67.2% |
| Participant deferral / active EE | $5,350 | $6,365-15.9% | $5,923-9.7% | $5,851-8.6% |
| Admin fee / account holder | $172 | $10,521-98.4% | $7,743-97.8% | $11,598-98.5% |