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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 | $80,173 | $112,121-28.5% | $95,960-16.5% | $158,966-49.6% |
| Participation rate | 93.3% | 79.0%+14.3pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,704 | $3,199-46.7% | $2,541-33.0% | $4,762-64.2% |
| Participant deferral / active EE | $4,048 | $4,784-15.4% | $4,167-2.9% | $5,983-32.4% |
| Admin fee / account holder | $195 | $10,135-98.1% | $6,797-97.1% | $11,250-98.3% |