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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 | $45,231 | $99,921-54.7% | $85,009-46.8% | $145,959-69.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 83.89%-83.9pp | 66.47%-66.5pp | 561.95%-561.9pp |
| Employer contribution / active EE | $5,939 | $3,233+83.7% | $2,728+117.7% | $4,661+27.4% |
| Participant deferral / active EE | $51,320 | $5,293+869.6% | $4,522+1035.0% | $6,689+667.3% |
| Admin fee / account holder | $231 | $7,252-96.8% | $6,153-96.2% | $13,398-98.3% |