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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 | $47,247 | $96,643-51.1% | $86,617-45.5% | $139,456-66.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,176 | $3,264-33.4% | $3,023-28.0% | $4,753-54.2% |
| Participant deferral / active EE | $8,175 | $4,835+69.1% | $4,437+84.2% | $6,711+21.8% |
| Admin fee / account holder | $10 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |